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 | $22,709 | $34,932-35.0% | $56,441-59.8% | $74,546-69.5% |
| Participation rate | 35.1% | 32.9%+2.3pp | 52.5%-17.3pp | 67.2%-32.1pp |
| Annual return | 12.17% | 24.90%-12.7pp | 1704.21%-1692.0pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $193 | $608-68.2% | $1,039-81.4% | $2,624-92.6% |
| Participant deferral / active EE | $544 | $1,173-53.6% | $1,953-72.2% | $4,347-87.5% |
| Admin fee / account holder | $3,664 | $2,359+55.3% | $2,829+29.5% | $1,944+88.5% |