Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,484 | $78,690-85.4% | $161,489-92.9% | $87,485-86.9% |
| Participation rate | 68.2% | 67.5%+0.7pp | 78.7%-10.5pp | 68.9%-0.7pp |
| Annual return | 19.49% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $658 | $2,588-74.6% | $4,268-84.6% | $2,596-74.7% |
| Participant deferral / active EE | $3,591 | $3,311+8.5% | $5,630-36.2% | $4,274-16.0% |
| Admin fee / account holder | $2,323 | $6,724-65.4% | $16,006-85.5% | $7,775-70.1% |