Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,508 | $59,456-57.1% | $93,669-72.8% | $74,429-65.7% |
| Participation rate | 49.5% | 59.6%-10.2pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 22.04% | 82.00%-60.0pp | 133.59%-111.6pp | 1368.38%-1346.3pp |
| Employer contribution / active EE | $936 | $1,266-26.1% | $2,424-61.4% | $2,625-64.3% |
| Participant deferral / active EE | $1,588 | $3,052-47.9% | $4,416-64.0% | $4,348-63.5% |
| Admin fee / account holder | $2,263 | $3,026-25.2% | $8,291-72.7% | $1,944+16.4% |