Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,367 | $80,674-48.7% | $119,126-65.3% | $64,340-35.7% |
| Participation rate | 54.4% | 55.2%-0.8pp | 75.8%-21.3pp | 55.2%-0.8pp |
| Annual return | 18.90% | 26.86%-8.0pp | 282.11%-263.2pp | 24.14%-5.2pp |
| Employer contribution / active EE | $1,819 | $2,564-29.1% | $4,034-54.9% | $1,862-2.3% |
| Participant deferral / active EE | $3,126 | $3,053+2.4% | $5,318-41.2% | $2,980+4.9% |
| Admin fee / account holder | $12,546 | $4,559+175.2% | $10,693+17.3% | $3,703+238.9% |