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 | $40,469 | $88,137-54.1% | $164,975-75.5% | $74,429-45.6% |
| Participation rate | 56.5% | 73.1%-16.6pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 18.52% | 17.13%+1.4pp | 70.12%-51.6pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $1,592 | $2,597-38.7% | $4,343-63.3% | $2,625-39.3% |
| Participant deferral / active EE | $2,796 | $4,501-37.9% | $6,033-53.7% | $4,348-35.7% |
| Admin fee / account holder | $3,624 | $2,231+62.4% | $12,688-71.4% | $1,944+86.4% |