Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,947 | $84,493-64.6% | $125,381-76.1% | $66,938-55.3% |
| Participation rate | 59.4% | 76.4%-17.0pp | 82.4%-23.0pp | 69.8%-10.4pp |
| Annual return | -14.18% | -8.49%-5.7pp | 572.31%-586.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,667 | $3,554-25.0% | $4,815-44.6% | $2,545+4.8% |
| Participant deferral / active EE | $6,845 | $6,783+0.9% | $7,448-8.1% | $4,238+61.5% |
| Admin fee / account holder | $1,658 | $685+142.1% | $10,007-83.4% | $594+179.4% |