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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,951 | $103,024-74.8% | $112,040-76.8% | $79,634-67.4% |
| Participation rate | 37.3% | 80.6%-43.3pp | 76.5%-39.2pp | 62.5%-25.2pp |
| Annual return | 26.06% | 17.60%+8.5pp | 24.52%+1.5pp | 36.46%-10.4pp |
| Employer contribution / active EE | $1,160 | $3,015-61.5% | $2,954-60.7% | $2,529-54.1% |
| Participant deferral / active EE | $2,093 | $5,233-60.0% | $5,098-58.9% | $3,835-45.4% |
| Admin fee / account holder | $2,354 | $465+406.2% | $12,098-80.5% | $1,002+134.9% |