Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,504 | $211,105-90.8% | $178,449-89.1% | $145,978-86.6% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 11.10% | 30.19%-19.1pp | 27.09%-16.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,443 | $6,959+265.6% | $6,277+305.4% | $6,690+280.3% |
| Admin fee / account holder | $301,092 | $12,017+2405.5% | $10,362+2805.7% | $13,400+2146.9% |