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.
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 | $46,492 | $79,181-41.3% | $102,423-54.6% | $74,429-37.5% |
| Participation rate | 62.3% | 74.8%-12.4pp | 76.5%-14.2pp | 67.2%-4.9pp |
| Annual return | 15.01% | 54.97%-40.0pp | 29.42%-14.4pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,455 | $2,362-38.4% | $3,023-51.9% | $2,625-44.6% |
| Participant deferral / active EE | $877 | $4,416-80.1% | $5,054-82.7% | $4,348-79.8% |
| Admin fee / account holder | $11,733 | $2,002+486.1% | $9,455+24.1% | $1,944+503.5% |