Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,493 | $79,223-47.6% | $102,460-59.5% | $74,478-44.3% |
| Participation rate | 49.7% | 74.8%-25.0pp | 76.5%-26.8pp | 67.2%-17.5pp |
| Annual return | 19.49% | 54.98%-35.5pp | 29.47%-10.0pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $2,078 | $2,363-12.1% | $3,025-31.3% | $2,626-20.9% |
| Participant deferral / active EE | $3,666 | $4,417-17.0% | $5,056-27.5% | $4,350-15.7% |
| Admin fee / account holder | $2,061 | $2,003+2.9% | $9,460-78.2% | $1,946+5.9% |