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.
Participant 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.)
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 | $25,756 | $101,539-74.6% | $147,041-82.5% | $74,400-65.4% |
| Participation rate | 32.2% | 75.5%-43.3pp | 82.2%-49.9pp | 67.2%-35.0pp |
| Annual return | 29.47% | 8740.84%-8711.4pp | 419.21%-389.7pp | 1367.51%-1338.0pp |
| Employer contribution / active EE | $955 | $3,811-74.9% | $4,935-80.6% | $2,624-63.6% |
| Participant deferral / active EE | $2,233 | $7,304-69.4% | $8,071-72.3% | $4,348-48.6% |
| Admin fee / account holder | $2,016 | $1,749+15.3% | $13,006-84.5% | $1,944+3.7% |