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.)
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 | $56,115 | $101,539-44.7% | $147,041-61.8% | $74,400-24.6% |
| Participation rate | 58.3% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-8.9pp |
| Annual return | 15.66% | 8740.84%-8725.2pp | 419.21%-403.5pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,666 | $7,304+18.6% | $8,071+7.4% | $4,348+99.3% |
| Admin fee / account holder | $7,448 | $1,749+325.8% | $13,006-42.7% | $1,944+283.2% |