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.
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 | $34,720 | $95,593-63.7% | $121,663-71.5% | $64,728-46.4% |
| Participation rate | 27.2% | 74.9%-47.8pp | 74.5%-47.3pp | 57.9%-30.7pp |
| Annual return | 10.65% | 11.26%-0.6pp | 147.54%-136.9pp | 49.38%-38.7pp |
| Employer contribution / active EE | $854 | $4,093-79.1% | $3,020-71.7% | $2,243-61.9% |
| Participant deferral / active EE | $1,470 | $3,994-63.2% | $4,887-69.9% | $2,729-46.1% |
| Admin fee / account holder | $9,534 | $813+1072.5% | $14,289-33.3% | $1,145+732.6% |