Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,414 | $45,031-14.7% | $85,009-54.8% | $77,671-50.5% |
| Participation rate | 37.0% | 48.7%-11.7pp | 67.5%-30.5pp | 70.6%-33.6pp |
| Annual return | 36.71% | 79.22%-42.5pp | 66.47%-29.8pp | 31.21%+5.5pp |
| Employer contribution / active EE | $537 | $1,609-66.6% | $2,728-80.3% | $2,726-80.3% |
| Participant deferral / active EE | $3,553 | $2,807+26.5% | $4,522-21.4% | $4,648-23.6% |
| Admin fee / account holder | $2,663 | $912+192.0% | $6,153-56.7% | $430+518.7% |