Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,065 | $45,109-64.4% | $85,240-81.2% | $77,762-79.3% |
| Participation rate | 18.8% | 48.7%-29.8pp | 67.5%-48.7pp | 70.6%-51.8pp |
| Annual return | 81.35% | 79.55%+1.8pp | 66.75%+14.6pp | 31.27%+50.1pp |
| Employer contribution / active EE | $437 | $1,602-72.7% | $2,735-84.0% | $2,728-84.0% |
| Participant deferral / active EE | $852 | $2,814-69.7% | $4,527-81.2% | $4,651-81.7% |
| Admin fee / account holder | $1,716 | $915+87.6% | $6,165-72.2% | $433+296.5% |