Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,601 | $114,093-83.7% | $96,171-80.7% | $167,536-88.9% |
| Participation rate | 28.6% | 75.1%-46.5pp | 68.4%-39.9pp | 82.1%-53.5pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,412 | $3,429-29.7% | $2,799-13.8% | $4,839-50.2% |
| Participant deferral / active EE | $3,235 | $5,197-37.7% | $4,350-25.6% | $6,342-49.0% |
| Admin fee / account holder | $2,102 | $6,899-69.5% | $5,538-62.1% | $12,315-82.9% |