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 | $42,947 | $60,139-28.6% | $90,461-52.5% | $79,856-46.2% |
| Participation rate | 11.1% | 65.0%-53.9pp | 72.7%-61.6pp | 69.6%-58.5pp |
| Annual return | 12.59% | 71.96%-59.4pp | 1294.76%-1282.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,402 | $2,939-52.3% | $3,964-64.6% | $3,741-62.5% |
| Admin fee / account holder | $14,424 | $3,978+262.6% | $5,617+156.8% | $5,306+171.8% |