Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,763 | $76,522-41.5% | $56,033-20.1% | $145,884-69.3% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 15.78% | 3014.28%-2998.5pp | 1711.38%-1695.6pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $858 | $2,624-67.3% | $1,954-56.1% | $6,690-87.2% |
| Admin fee / account holder | $23,187 | $3,328+596.7% | $2,827+720.2% | $13,392+73.1% |