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 | $79,181-47.6% | $102,423-59.5% | $74,429-44.3% |
| Participation rate | 49.7% | 74.8%-25.1pp | 76.5%-26.8pp | 67.2%-17.5pp |
| Annual return | 19.49% | 54.97%-35.5pp | 29.42%-9.9pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $2,078 | $2,362-12.0% | $3,023-31.3% | $2,625-20.8% |
| Participant deferral / active EE | $3,666 | $4,416-17.0% | $5,054-27.5% | $4,348-15.7% |
| Admin fee / account holder | $2,061 | $2,002+3.0% | $9,455-78.2% | $1,944+6.0% |