Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,797 | $106,236-78.5% | $112,263-79.7% | $64,824-64.8% |
| Participation rate | 27.4% | 71.7%-44.3pp | 75.1%-47.7pp | 71.5%-44.1pp |
| Annual return | -3.71% | -6.02%+2.3pp | 27.49%-31.2pp | 32.84%-36.6pp |
| Employer contribution / active EE | $1,358 | $3,167-57.1% | $3,636-62.7% | $2,507-45.8% |
| Participant deferral / active EE | $2,944 | $3,786-22.2% | $4,729-37.7% | $4,311-31.7% |
| Admin fee / account holder | $10,797 | $452+2290.8% | $6,410+68.4% | $188+5647.8% |