Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,271 | $138,114-88.2% | $125,391-87.0% | $134,545-87.9% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,801 | $5,246-65.7% | $4,816-62.6% | $4,742-62.0% |
| Participant deferral / active EE | $3,625 | $7,801-53.5% | $7,448-51.3% | $6,401-43.4% |
| Admin fee / account holder | $678 | $11,570-94.1% | $10,009-93.2% | $11,431-94.1% |