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 | $43,957 | $29,736+47.8% | $56,033-21.6% | $80,935-45.7% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 14.68% | 35.28%-20.6pp | 1711.38%-1696.7pp | 35.66%-21.0pp |
| Employer contribution / active EE | $524 | $671-21.9% | $1,041-49.6% | $2,757-81.0% |
| Participant deferral / active EE | $1,623 | $1,228+32.1% | $1,954-17.0% | $4,299-62.3% |
| Admin fee / account holder | $1,131 | $2,434-53.5% | $2,827-60.0% | $6,924-83.7% |