Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,274 | $61,391-50.7% | $149,723-79.8% | $71,529-57.7% |
| Participation rate | 64.9% | 62.5%+2.4pp | 78.8%-13.9pp | 67.9%-3.1pp |
| Annual return | 17.98% | 35.88%-17.9pp | 134.50%-116.5pp | 28.97%-11.0pp |
| Employer contribution / active EE | $1,856 | $2,384-22.1% | $4,821-61.5% | $2,590-28.3% |
| Participant deferral / active EE | $3,393 | $2,921+16.2% | $5,682-40.3% | $4,291-20.9% |
| Admin fee / account holder | $2,605 | $1,264+106.1% | $13,215-80.3% | $1,588+64.0% |