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 | $100,726 | $156,963-35.8% | $121,204-16.9% | $139,466-27.8% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 18.01% | 1476.75%-1458.7pp | 987.18%-969.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,369 | $5,544-57.3% | $4,170-43.2% | $4,754-50.2% |
| Participant deferral / active EE | $2,369 | $4,848-51.1% | $4,083-42.0% | $6,712-64.7% |
| Admin fee / account holder | $383 | $6,953-94.5% | $5,651-93.2% | $11,409-96.6% |