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 | $91,891 | $80,763+13.8% | $102,412-10.3% | $74,459+23.4% |
| Participation rate | 65.5% | 65.7%-0.2pp | 74.5%-9.0pp | 67.2%-1.7pp |
| Annual return | 20.58% | 27.57%-7.0pp | 24.94%-4.4pp | 1369.70%-1349.1pp |
| Employer contribution / active EE | $944 | $3,160-70.1% | $3,870-75.6% | $2,626-64.0% |
| Participant deferral / active EE | $4,099 | $3,862+6.1% | $5,060-19.0% | $4,350-5.8% |
| Admin fee / account holder | $2,037 | $2,371-14.1% | $8,388-75.7% | $1,945+4.8% |