Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,307 | $75,058-62.3% | $152,301-81.4% | $64,340-56.0% |
| Participation rate | 63.8% | 60.9%+2.9pp | 82.4%-18.7pp | 55.2%+8.5pp |
| Annual return | 25.21% | 29.93%-4.7pp | 80.50%-55.3pp | 24.14%+1.1pp |
| Employer contribution / active EE | $1,497 | $2,605-42.5% | $4,624-67.6% | $1,862-19.6% |
| Participant deferral / active EE | $4,084 | $5,041-19.0% | $8,004-49.0% | $2,980+37.0% |
| Admin fee / account holder | $3,446 | $4,050-14.9% | $14,398-76.1% | $3,703-6.9% |