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 | $50,335 | $167,362-69.9% | $143,799-65.0% | $134,532-62.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -17.98% | 0.47%-18.5pp | -0.04%-17.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,380 | $5,620-57.7% | $4,952-51.9% | $4,741-49.8% |
| Participant deferral / active EE | $5,286 | $6,447-18.0% | $5,638-6.3% | $6,401-17.4% |
| Admin fee / account holder | $4,008 | $18,094-77.8% | $14,677-72.7% | $11,429-64.9% |