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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,245 | $45,312-28.8% | $86,233-62.6% | $67,986-52.6% |
| Participation rate | 26.3% | 42.4%-16.2pp | 69.0%-42.8pp | 57.2%-31.0pp |
| Annual return | 20.74% | 24.79%-4.1pp | 61.39%-40.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $29 | $1,160-97.5% | $2,504-98.8% | $2,019-98.6% |
| Participant deferral / active EE | $1,924 | $2,185-11.9% | $4,559-57.8% | $3,358-42.7% |
| Admin fee / account holder | $4,879 | $3,295+48.1% | $8,342-41.5% | $3,203+52.3% |