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 | $105,420 | $106,864-1.4% | $147,318-28.4% | $82,637+27.6% |
| Participation rate | 69.4% | 75.5%-6.2pp | 82.1%-12.7pp | 68.1%+1.3pp |
| Annual return | 26.43% | 27.49%-1.1pp | 70.43%-44.0pp | 53.51%-27.1pp |
| Employer contribution / active EE | $2,431 | $3,417-28.8% | $4,593-47.1% | $2,552-4.7% |
| Participant deferral / active EE | $16,895 | $6,496+160.1% | $7,906+113.7% | $4,126+309.5% |
| Admin fee / account holder | $21,567 | $8,415+156.3% | $13,708+57.3% | $7,339+193.9% |