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.)
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 | $59,036 | $92,186-36.0% | $105,624-44.1% | $77,762-24.1% |
| Participation rate | 44.3% | 81.0%-36.7pp | 75.3%-31.0pp | 70.6%-26.3pp |
| Annual return | 54.28% | 17.83%+36.5pp | 116.20%-61.9pp | 31.27%+23.0pp |
| Employer contribution / active EE | $1,163 | $3,376-65.5% | $3,168-63.3% | $2,728-57.4% |
| Participant deferral / active EE | $2,304 | $5,395-57.3% | $5,013-54.0% | $4,651-50.5% |
| Admin fee / account holder | $5,514 | $219+2417.5% | $10,961-49.7% | $433+1173.8% |