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 | $67,345 | $91,439-26.4% | $135,974-50.5% | $71,511-5.8% |
| Participation rate | 65.9% | 75.7%-9.7pp | 81.9%-16.0pp | 67.9%-2.0pp |
| Annual return | 43.18% | 29.90%+13.3pp | 68.30%-25.1pp | 28.86%+14.3pp |
| Employer contribution / active EE | $2,162 | $3,705-41.6% | $4,859-55.5% | $2,589-16.5% |
| Participant deferral / active EE | $3,211 | $7,093-54.7% | $7,760-58.6% | $4,291-25.2% |
| Admin fee / account holder | $2,837 | $1,267+124.0% | $10,767-73.6% | $1,588+78.6% |