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 | $118,591 | $95,904+23.7% | $173,730-31.7% | $64,340+84.3% |
| Participation rate | 42.2% | 60.6%-18.5pp | 79.6%-37.4pp | 55.2%-13.1pp |
| Annual return | 18.61% | 17.47%+1.1pp | 19.96%-1.3pp | 24.14%-5.5pp |
| Employer contribution / active EE | $1,578 | $2,323-32.1% | $4,577-65.5% | $1,862-15.3% |
| Participant deferral / active EE | $3,207 | $3,488-8.0% | $6,326-49.3% | $2,980+7.6% |
| Admin fee / account holder | $3,503 | $5,089-31.2% | $17,523-80.0% | $3,703-5.4% |