Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,232 | $96,524-80.1% | $75,900-74.7% | $152,909-87.4% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.3%-16.3pp | 82.5%-29.5pp |
| Annual return | 25.11% | 33.93%-8.8pp | 30.73%-5.6pp | 345.46%-320.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,244 | $4,554-28.8% | $3,604-10.0% | $5,851-44.6% |
| Admin fee / account holder | $3,449 | $8,082-57.3% | $5,421-36.4% | $11,601-70.3% |