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 | $53,567 | $52,450+2.1% | $129,384-58.6% | $74,459-28.1% |
| Participation rate | 32.7% | 53.8%-21.2pp | 69.6%-37.0pp | 67.2%-34.6pp |
| Annual return | 14.25% | 15.65%-1.4pp | 9461.77%-9447.5pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $809 | $1,532-47.2% | $4,153-80.5% | $2,626-69.2% |
| Participant deferral / active EE | $1,913 | $2,797-31.6% | $4,166-54.1% | $4,350-56.0% |
| Admin fee / account holder | $7,207 | $2,636+173.4% | $7,686-6.2% | $1,945+270.6% |