Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $143,038 | $29,733+381.1% | $56,025+155.3% | $80,959+76.7% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 13.93% | 35.28%-21.4pp | 1712.69%-1698.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $432 | $672-35.7% | $1,042-58.5% | $2,757-84.3% |
| Participant deferral / active EE | $1,789 | $1,229+45.5% | $1,955-8.5% | $4,300-58.4% |
| Admin fee / account holder | $957 | $2,434-60.7% | $2,828-66.1% | $6,925-86.2% |