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 | $43,579 | $76,519-43.0% | $56,025-22.2% | $145,897-70.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 15.83% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,919 | $1,383+38.7% | $1,042+84.2% | $4,663-58.9% |
| Participant deferral / active EE | $4,945 | $2,624+88.4% | $1,955+153.0% | $6,689-26.1% |
| Admin fee / account holder | $1,230 | $3,331-63.1% | $2,828-56.5% | $13,390-90.8% |