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 | $80,231 | $52,507+52.8% | $129,406-38.0% | $74,478+7.7% |
| Participation rate | 60.8% | 53.9%+6.9pp | 69.6%-8.9pp | 67.2%-6.4pp |
| Annual return | 13.39% | 15.64%-2.3pp | 9468.18%-9454.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,010 | $1,534-34.2% | $4,155-75.7% | $2,626-61.6% |
| Participant deferral / active EE | $2,828 | $2,801+1.0% | $4,167-32.1% | $4,350-35.0% |
| Admin fee / account holder | $1,308 | $2,639-50.4% | $7,689-83.0% | $1,946-32.8% |