Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,601 | $118,875-68.4% | $96,572-61.1% | $167,553-77.6% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 11.97% | 50.50%-38.5pp | 37.79%-25.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,163 | $4,617-74.8% | $3,850-69.8% | $6,343-81.7% |
| Admin fee / account holder | $864 | $8,070-89.3% | $6,183-86.0% | $12,316-93.0% |