Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,423 | $34,932+61.5% | $56,4410% | $74,546-24.3% |
| Participation rate | 21.5% | 32.9%-11.4pp | 52.5%-31.0pp | 67.2%-45.7pp |
| Annual return | 0.00% | 24.90%-24.9pp | 1704.21%-1704.2pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $251 | $608-58.7% | $1,039-75.8% | $2,624-90.4% |
| Participant deferral / active EE | $652 | $1,173-44.4% | $1,953-66.6% | $4,347-85.0% |
| Admin fee / account holder | $2,557 | $2,359+8.4% | $2,829-9.6% | $1,944+31.5% |