Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,356 | $104,497-60.4% | $159,487-74.1% | $79,389-47.9% |
| Participation rate | 58.4% | 76.6%-18.2pp | 82.8%-24.4pp | 70.7%-12.3pp |
| Annual return | 61.15% | 67.98%-6.8pp | 263.71%-202.6pp | 116.89%-55.7pp |
| Employer contribution / active EE | $1,345 | $3,418-60.7% | $4,831-72.2% | $2,428-44.6% |
| Participant deferral / active EE | $2,971 | $6,468-54.1% | $7,354-59.6% | $4,046-26.6% |
| Admin fee / account holder | $4,375 | $711+515.0% | $10,804-59.5% | $626+598.4% |