Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,407 | $76,407+5.2% | $150,298-46.5% | $82,448-2.5% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 16.92% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $719 | $2,614-72.5% | $4,154-82.7% | $2,551-71.8% |
| Participant deferral / active EE | $1,692 | $3,214-47.4% | $5,453-69.0% | $4,139-59.1% |
| Admin fee / account holder | $748 | $6,352-88.2% | $14,116-94.7% | $7,234-89.7% |