Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,083 | $83,369-51.9% | $105,223-61.9% | $67,986-41.0% |
| Participation rate | 46.8% | 56.3%-9.5pp | 75.0%-28.3pp | 57.2%-10.4pp |
| Annual return | 22.72% | 24.64%-1.9pp | 180.65%-157.9pp | 31.67%-8.9pp |
| Employer contribution / active EE | $3,246 | $2,541+27.7% | $3,689-12.0% | $2,019+60.8% |
| Participant deferral / active EE | $2,359 | $3,295-28.4% | $5,072-53.5% | $3,358-29.7% |
| Admin fee / account holder | $4,061 | $4,073-0.3% | $8,859-54.2% | $3,203+26.8% |