Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,781 | $45,109-22.9% | $85,240-59.2% | $77,762-55.3% |
| Participation rate | 12.8% | 48.7%-35.9pp | 67.5%-54.7pp | 70.6%-57.8pp |
| Annual return | 856.87% | 79.55%+777.3pp | 66.75%+790.1pp | 31.27%+825.6pp |
| Employer contribution / active EE | $229 | $1,602-85.7% | $2,735-91.6% | $2,728-91.6% |
| Participant deferral / active EE | $425 | $2,814-84.9% | $4,527-90.6% | $4,651-90.9% |
| Admin fee / account holder | $3,670 | $915+301.1% | $6,165-40.5% | $433+747.7% |