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 | $110,062 | $65,084+69.1% | $67,681+62.6% | $64,340+71.1% |
| Participation rate | 69.9% | 66.7%+3.2pp | 73.7%-3.8pp | 55.2%+14.7pp |
| Annual return | 13.45% | 20.50%-7.0pp | 590.58%-577.1pp | 24.14%-10.7pp |
| Employer contribution / active EE | $2,903 | $2,398+21.0% | $2,678+8.4% | $1,862+55.9% |
| Participant deferral / active EE | $4,410 | $3,210+37.4% | $3,976+10.9% | $2,980+48.0% |
| Admin fee / account holder | $4,034 | $1,415+185.1% | $6,100-33.9% | $3,703+8.9% |