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 | $58,529 | $88,815-34.1% | $81,882-28.5% | $145,897-59.9% |
| Participation rate | 35.0% | 75.1%-40.1pp | 72.4%-37.4pp | 80.3%-45.3pp |
| Annual return | 11.02% | 1033.75%-1022.7pp | 779.47%-768.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,598 | $4,647-65.6% | $4,323-63.0% | $6,689-76.1% |
| Admin fee / account holder | $610 | $8,434-92.8% | $7,360-91.7% | $13,390-95.4% |