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 | $53,445 | $51,649+3.5% | $124,206-57.0% | $64,097-16.6% |
| Participation rate | 61.3% | 45.2%+16.1pp | 69.6%-8.3pp | 55.2%+6.1pp |
| Annual return | 39.00% | 19.98%+19.0pp | 515.27%-476.3pp | 34.64%+4.4pp |
| Employer contribution / active EE | $2,637 | $1,057+149.5% | $3,540-25.5% | $1,891+39.4% |
| Participant deferral / active EE | $5,371 | $2,165+148.2% | $3,968+35.4% | $3,080+74.4% |
| Admin fee / account holder | $5,071 | $4,237+19.7% | $5,929-14.5% | $3,454+46.8% |