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 | $1,520 | $76,522-98.0% | $56,033-97.3% | $145,884-99.0% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.8pp |
| Annual return | 7.07% | 3014.28%-3007.2pp | 1711.38%-1704.3pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $540 | $2,624-79.4% | $1,954-72.4% | $6,690-91.9% |
| Admin fee / account holder | $951 | $3,328-71.4% | $2,827-66.4% | $13,392-92.9% |