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 | $29,325 | $93,589-68.7% | $135,942-78.4% | $75,181-61.0% |
| Participation rate | 45.6% | 75.2%-29.6pp | 81.9%-36.4pp | 67.2%-21.6pp |
| Annual return | 24.99% | 30.90%-5.9pp | 68.28%-43.3pp | 160.69%-135.7pp |
| Employer contribution / active EE | $1,607 | $3,537-54.6% | $4,858-66.9% | $2,671-39.8% |
| Participant deferral / active EE | $2,804 | $6,405-56.2% | $7,759-63.9% | $4,126-32.0% |
| Admin fee / account holder | $10,168 | $6,977+45.7% | $10,764-5.5% | $5,650+80.0% |