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 | $65,668 | $92,186-28.8% | $105,624-37.8% | $77,762-15.6% |
| Participation rate | 65.1% | 81.0%-15.9pp | 75.3%-10.1pp | 70.6%-5.5pp |
| Annual return | 59.09% | 17.83%+41.3pp | 116.20%-57.1pp | 31.27%+27.8pp |
| Employer contribution / active EE | $2,288 | $3,376-32.2% | $3,168-27.8% | $2,728-16.1% |
| Participant deferral / active EE | $4,090 | $5,395-24.2% | $5,013-18.4% | $4,651-12.1% |
| Admin fee / account holder | $2,521 | $219+1050.9% | $10,961-77.0% | $433+482.3% |