Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,112 | $44,980-53.1% | $85,063-75.2% | $77,692-72.8% |
| Participation rate | 16.5% | 48.6%-32.1pp | 67.5%-51.0pp | 70.6%-54.0pp |
| Annual return | 16.12% | 79.13%-63.0pp | 66.54%-50.4pp | 31.25%-15.1pp |
| Employer contribution / active EE | $390 | $1,607-75.7% | $2,727-85.7% | $2,726-85.7% |
| Participant deferral / active EE | $551 | $2,804-80.3% | $4,523-87.8% | $4,648-88.1% |
| Admin fee / account holder | $797 | $911-12.5% | $6,155-87.0% | $431+85.2% |