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 | $60,176 | $183,539-67.2% | $155,556-61.3% | $145,897-58.8% |
| Participation rate | 65.2% | 82.7%-17.5pp | 78.2%-13.0pp | 80.3%-15.1pp |
| Annual return | 11.71% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,297 | $6,467-64.5% | $5,631-59.2% | $6,689-65.7% |
| Admin fee / account holder | $5,458 | $19,275-71.7% | $15,885-65.6% | $13,390-59.2% |