Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,075 | $122,239-91.8% | $184,200-94.5% | $74,546-86.5% |
| Participation rate | 64.3% | 85.5%-21.1pp | 86.8%-22.5pp | 67.2%-2.9pp |
| Annual return | 33.41% | 19.95%+13.5pp | 28.80%+4.6pp | 1366.03%-1332.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,586 | $7,139-63.8% | $9,132-71.7% | $4,347-40.5% |
| Admin fee / account holder | $651 | $1,260-48.3% | $13,907-95.3% | $1,944-66.5% |