Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,611 | $165,381-78.5% | $149,730-76.2% | $158,966-77.6% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 14.23% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,587 | $5,104-68.9% | $4,645-65.8% | $4,762-66.7% |
| Participant deferral / active EE | $3,074 | $7,182-57.2% | $6,843-55.1% | $5,983-48.6% |
| Admin fee / account holder | $842 | $10,809-92.2% | $9,310-91.0% | $11,250-92.5% |