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 | $27,924 | $34,316-18.6% | $74,722-62.6% | $72,975-61.7% |
| Participation rate | 0.0% | 42.4%-42.4pp | 54.5%-54.5pp | 69.5%-69.5pp |
| Annual return | 19.33% | 26.58%-7.2pp | 753.11%-733.8pp | 81.01%-61.7pp |
| Employer contribution / active EE | $860 | $692+24.3% | $1,084-20.7% | $2,440-64.8% |
| Participant deferral / active EE | $1,842 | $1,272+44.9% | $1,963-6.1% | $3,608-48.9% |
| Admin fee / account holder | $7,262 | $2,125+241.8% | $3,335+117.8% | $5,124+41.7% |