Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,910 | $80,753-40.7% | $136,298-64.8% | $62,293-23.1% |
| Participation rate | 63.6% | 73.5%-10.0pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $985 | $2,884-65.8% | $4,696-79.0% | $2,042-51.8% |
| Participant deferral / active EE | $3,906 | $5,164-24.4% | $6,247-37.5% | $3,169+23.3% |
| Admin fee / account holder | $2,472 | $525+370.4% | $9,244-73.3% | $479+415.6% |