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.
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 | $14,881 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,836 | $5,245-65.0% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $18,803 | $7,801+141.0% | $7,448+152.5% | $6,401+193.8% |
| Admin fee / account holder | $4,277 | $11,568-63.0% | $10,007-57.3% | $11,429-62.6% |