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 | $50,733 | $53,128-4.5% | $86,582-41.4% | $70,126-27.7% |
| Participation rate | 46.7% | 65.3%-18.6pp | 73.5%-26.9pp | 69.5%-22.9pp |
| Annual return | 17.99% | 27.66%-9.7pp | 965.08%-947.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,225 | $2,695-17.4% | $3,609-38.3% | $3,332-33.2% |
| Admin fee / account holder | $582 | $3,584-83.8% | $4,904-88.1% | $4,645-87.5% |