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 | $30,669 | $55,446-44.7% | $155,574-80.3% | $74,429-58.8% |
| Participation rate | 55.3% | 61.9%-6.6pp | 78.2%-22.9pp | 67.2%-11.9pp |
| Annual return | 288.08% | 269.20%+18.9pp | 64.87%+223.2pp | 1368.38%-1080.3pp |
| Employer contribution / active EE | $643 | $2,266-71.6% | $4,676-86.3% | $2,625-75.5% |
| Participant deferral / active EE | $1,583 | $2,836-44.2% | $5,629-71.9% | $4,348-63.6% |
| Admin fee / account holder | $4,216 | $1,743+141.9% | $15,914-73.5% | $1,944+116.8% |