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 | $12,870 | $41,150-68.7% | $80,627-84.0% | $71,511-82.0% |
| Participation rate | 31.2% | 50.3%-19.1pp | 67.0%-35.8pp | 67.9%-36.7pp |
| Annual return | 44.63% | 38.48%+6.1pp | 936.76%-892.1pp | 28.86%+15.8pp |
| Employer contribution / active EE | $2,233 | $1,515+47.4% | $2,723-18.0% | $2,589-13.8% |
| Participant deferral / active EE | $4,002 | $2,701+48.1% | $4,443-9.9% | $4,291-6.7% |
| Admin fee / account holder | $964 | $1,841-47.6% | $5,381-82.1% | $1,588-39.3% |