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 | $65,072+69.1% | $66,439+65.7% | $65,306+68.5% |
| Participation rate | 69.9% | 69.1%+0.9pp | 74.5%-4.6pp | 57.7%+12.3pp |
| Annual return | 13.45% | 21.50%-8.1pp | 757.66%-744.2pp | 21.94%-8.5pp |
| Employer contribution / active EE | $2,903 | $2,475+17.3% | $2,637+10.1% | $1,967+47.6% |
| Participant deferral / active EE | $4,410 | $3,234+36.3% | $3,876+13.8% | $2,959+49.0% |
| Admin fee / account holder | $4,034 | $1,323+204.9% | $6,173-34.7% | $3,480+15.9% |