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 | $17,486 | $52,682-66.8% | $78,004-77.6% | $64,097-72.7% |
| Participation rate | 41.4% | 47.7%-6.3pp | 69.4%-28.1pp | 55.2%-13.8pp |
| Annual return | 21.08% | 22.45%-1.4pp | 31.07%-10.0pp | 34.64%-13.6pp |
| Employer contribution / active EE | $1,656 | $1,323+25.2% | $2,469-32.9% | $1,891-12.4% |
| Participant deferral / active EE | $2,670 | $2,346+13.8% | $4,092-34.7% | $3,080-13.3% |
| Admin fee / account holder | $3,151 | $5,420-41.9% | $7,578-58.4% | $3,454-8.8% |