Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,926 | $106,247-86.0% | $96,515-84.5% | $139,466-89.3% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 32.16% | 38.47%-6.3pp | 35.73%-3.6pp | 373.66%-341.5pp |
| Employer contribution / active EE | $2,139 | $4,106-47.9% | $3,740-42.8% | $4,754-55.0% |
| Participant deferral / active EE | $3,981 | $5,456-27.0% | $4,880-18.4% | $6,712-40.7% |
| Admin fee / account holder | $1,334 | $7,885-83.1% | $6,735-80.2% | $11,409-88.3% |