Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,070 | $76,608-45.1% | $56,077-25.0% | $145,877-71.2% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 14.26% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $332 | $1,382-76.0% | $1,040-68.1% | $4,663-92.9% |
| Participant deferral / active EE | $1,220 | $2,624-53.5% | $1,954-37.6% | $6,691-81.8% |
| Admin fee / account holder | $2,904 | $3,325-12.7% | $2,825+2.8% | $13,402-78.3% |