Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,854 | $55,470-13.7% | $155,556-69.2% | $74,478-35.7% |
| Participation rate | 18.6% | 61.9%-43.3pp | 78.2%-59.6pp | 67.2%-48.6pp |
| Annual return | 17.52% | 269.80%-252.3pp | 64.84%-47.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,922 | $2,838-32.3% | $5,631-65.9% | $4,350-55.8% |
| Admin fee / account holder | $782 | $1,744-55.2% | $15,885-95.1% | $1,946-59.8% |