Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $42,980 | $52,450-18.1% | $129,384-66.8% | $74,459-42.3% |
| Participation rate | 67.1% | 53.8%+13.3pp | 69.6%-2.5pp | 67.2%-0.1pp |
| Annual return | 14.99% | 15.65%-0.7pp | 9461.77%-9446.8pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,032 | $2,797+44.1% | $4,166-3.2% | $4,350-7.3% |
| Admin fee / account holder | $2,176 | $2,636-17.5% | $7,686-71.7% | $1,945+11.9% |