Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,838 | $65,084-57.2% | $67,681-58.9% | $64,340-56.7% |
| Participation rate | 59.6% | 66.7%-7.1pp | 73.7%-14.1pp | 55.2%+4.4pp |
| Annual return | 15.28% | 20.50%-5.2pp | 590.58%-575.3pp | 24.14%-8.9pp |
| Employer contribution / active EE | $1,150 | $2,398-52.1% | $2,678-57.1% | $1,862-38.2% |
| Participant deferral / active EE | $2,216 | $3,210-31.0% | $3,976-44.3% | $2,980-25.6% |
| Admin fee / account holder | $2,820 | $1,415+99.3% | $6,100-53.8% | $3,703-23.8% |