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 | $70,388 | $88,710-20.7% | $81,783-13.9% | $145,959-51.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 19.08% | 1027.26%-1008.2pp | 775.05%-756.0pp | 561.95%-542.9pp |
| Employer contribution / active EE | $11,210 | $3,083+263.6% | $2,913+284.9% | $4,661+140.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,799 | $8,407-42.9% | $7,380-35.0% | $13,398-64.2% |