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 | $87,450 | $101,499-13.8% | $147,005-40.5% | $74,546+17.3% |
| Participation rate | 67.5% | 75.5%-8.1pp | 82.2%-14.7pp | 67.2%+0.2pp |
| Annual return | 13.45% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $3,603 | $3,811-5.5% | $4,934-27.0% | $2,624+37.3% |
| Participant deferral / active EE | $6,314 | $7,304-13.6% | $8,070-21.8% | $4,347+45.2% |
| Admin fee / account holder | $3,508 | $1,748+100.7% | $13,006-73.0% | $1,944+80.5% |