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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,431 | $73,459-62.7% | $178,528-84.6% | $74,429-63.1% |
| Participation rate | 51.7% | 66.5%-14.8pp | 77.1%-25.4pp | 67.2%-15.5pp |
| Annual return | 13.91% | 17.50%-3.6pp | 27.11%-13.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $364 | $2,219-83.6% | $3,950-90.8% | $2,625-86.1% |
| Participant deferral / active EE | $1,781 | $4,515-60.6% | $6,278-71.6% | $4,348-59.0% |
| Admin fee / account holder | $764 | $1,812-57.8% | $10,419-92.7% | $1,944-60.7% |