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 | $15,672 | $76,785-79.6% | $56,441-72.2% | $145,959-89.3% |
| Participation rate | 52.9% | 63.2%-10.3pp | 52.5%+0.4pp | 80.3%-27.3pp |
| Annual return | 15.96% | 3000.51%-2984.5pp | 1704.21%-1688.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,456 | $2,624-44.5% | $1,953-25.5% | $6,689-78.2% |
| Admin fee / account holder | $1,825 | $3,334-45.2% | $2,829-35.5% | $13,398-86.4% |