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 | $18,742 | $61,391-69.5% | $149,723-87.5% | $71,529-73.8% |
| Participation rate | 57.4% | 62.5%-5.1pp | 78.8%-21.3pp | 67.9%-10.5pp |
| Annual return | 52.51% | 35.88%+16.6pp | 134.50%-82.0pp | 28.97%+23.5pp |
| Employer contribution / active EE | $1,775 | $2,384-25.5% | $4,821-63.2% | $2,590-31.5% |
| Participant deferral / active EE | $3,683 | $2,921+26.1% | $5,682-35.2% | $4,291-14.2% |
| Admin fee / account holder | $2,164 | $1,264+71.2% | $13,215-83.6% | $1,588+36.3% |