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 | $30,079 | $90,606-66.8% | $79,466-62.1% | $135,379-77.8% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 10.51% | 977.69%-967.2pp | 718.28%-707.8pp | 519.79%-509.3pp |
| Employer contribution / active EE | $2,603 | $3,068-15.1% | $2,800-7.0% | $4,779-45.5% |
| Participant deferral / active EE | $2,603 | $4,050-35.7% | $3,704-29.7% | $5,609-53.6% |
| Admin fee / account holder | $875 | $5,895-85.2% | $5,104-82.9% | $10,828-91.9% |