Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,571 | $40,263+43.0% | $57,347+0.4% | $59,632-3.5% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 1.01% | 27.50%-26.5pp | 24.40%-23.4pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,088 | $2,400+153.7% | $3,162+92.5% | $3,192+90.8% |
| Admin fee / account holder | $9,684 | $2,819+243.6% | $3,356+188.6% | $4,297+125.4% |