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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,462 | $102,635-70.3% | $86,209-64.7% | $139,456-78.2% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 17.71% | 1923.53%-1905.8pp | 1169.05%-1151.3pp | 373.45%-355.7pp |
| Employer contribution / active EE | $2,392 | $3,034-21.2% | $2,381+0.4% | $4,753-49.7% |
| Participant deferral / active EE | $3,662 | $4,677-21.7% | $3,986-8.1% | $6,711-45.4% |
| Admin fee / account holder | $3,946 | $8,661-54.4% | $6,853-42.4% | $11,407-65.4% |