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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $188,530 | $58,848+220.4% | $88,179+113.8% | $82,637+128.1% |
| Participation rate | 65.1% | 57.9%+7.2pp | 69.1%-4.0pp | 68.1%-2.9pp |
| Annual return | 18.85% | 22.76%-3.9pp | 64.97%-46.1pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,619 | $3,124+79.9% | $4,614+21.8% | $4,126+36.2% |
| Admin fee / account holder | $2,374 | $4,795-50.5% | $7,673-69.1% | $7,339-67.7% |