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.)
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 | $30,895 | $121,671-74.6% | $211,142-85.4% | $64,340-52.0% |
| Participation rate | 2.9% | 76.5%-73.5pp | 87.3%-84.4pp | 55.2%-52.3pp |
| Annual return | 45.30% | 21.43%+23.9pp | 46.84%-1.5pp | 24.14%+21.2pp |
| Employer contribution / active EE | $4,431 | $4,066+9.0% | $6,442-31.2% | $1,862+138.0% |
| Participant deferral / active EE | $9,422 | $6,049+55.8% | $9,284+1.5% | $2,980+216.1% |
| Admin fee / account holder | $4,174 | $4,774-12.6% | $19,076-78.1% | $3,703+12.7% |