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 | $80,238 | $59,467+34.9% | $93,727-14.4% | $74,478+7.7% |
| Participation rate | 56.6% | 59.6%-3.1pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 14.86% | 82.14%-67.3pp | 133.83%-119.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $787 | $1,267-37.9% | $2,421-67.5% | $2,626-70.0% |
| Participant deferral / active EE | $4,178 | $3,052+36.9% | $4,417-5.4% | $4,350-4.0% |
| Admin fee / account holder | $6,532 | $3,028+115.7% | $8,292-21.2% | $1,946+235.7% |