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 | $58,371 | $176,402-66.9% | $134,162-56.5% | $158,966-63.3% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 4.13% | 63.66%-59.5pp | 36.35%-32.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $1,782 | $5,042-64.7% | $3,705-51.9% | $4,762-62.6% |
| Participant deferral / active EE | $2,500 | $4,093-38.9% | $3,500-28.6% | $5,983-58.2% |
| Admin fee / account holder | $71,916 | $8,719+724.8% | $6,685+975.7% | $11,250+539.3% |