Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,216 | $101,063-64.2% | $81,473-55.5% | $147,586-75.5% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 10.88% | 32.41%-21.5pp | 38.78%-27.9pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,344 | $3,206-58.1% | $2,568-47.7% | $4,876-72.4% |
| Participant deferral / active EE | $1,680 | $4,242-60.4% | $3,537-52.5% | $5,439-69.1% |
| Admin fee / account holder | $20,189 | $5,812+247.3% | $4,561+342.6% | $10,886+85.5% |