Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,969 | $88,360+21.1% | $145,433-26.4% | $67,986+57.3% |
| Participation rate | 60.0% | 65.5%-5.5pp | 82.1%-22.1pp | 57.2%+2.8pp |
| Annual return | 16.20% | 63.15%-47.0pp | 66.58%-50.4pp | 31.67%-15.5pp |
| Employer contribution / active EE | $2,645 | $3,054-13.4% | $4,554-41.9% | $2,019+31.0% |
| Participant deferral / active EE | $5,760 | $5,932-2.9% | $7,897-27.1% | $3,358+71.5% |
| Admin fee / account holder | $8,286 | $3,313+150.1% | $13,129-36.9% | $3,203+158.7% |