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 | $65,201 | $51,642+26.3% | $129,384-49.6% | $80,935-19.4% |
| Participation rate | 0.0% | 56.9%-56.9pp | 69.6%-69.6pp | 67.7%-67.7pp |
| Annual return | 12.35% | 20.78%-8.4pp | 9461.77%-9449.4pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,559 | $1,583+61.7% | $4,153-38.4% | $2,757-7.2% |
| Participant deferral / active EE | $5,173 | $2,670+93.8% | $4,166+24.2% | $4,299+20.3% |
| Admin fee / account holder | $6,152 | $4,312+42.7% | $7,686-20.0% | $6,924-11.1% |