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 | $58,685 | $39,162+49.9% | $100,671-41.7% | $59,633-1.6% |
| Participation rate | 0.0% | 55.9%-55.9pp | 70.7%-70.7pp | 68.7%-68.7pp |
| Annual return | -2.14% | 21.07%-23.2pp | 20.43%-22.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,190 | $1,992+110.4% | $3,144+33.3% | $3,192+31.3% |
| Admin fee / account holder | $7,614 | $2,969+156.4% | $4,850+57.0% | $4,297+77.2% |