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 | $60,941 | $169,336-64.0% | $129,384-52.9% | $145,884-58.2% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | 7.99% | 14408.70%-14400.7pp | 9461.77%-9453.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,382 | $4,985-52.2% | $4,166-42.8% | $6,690-64.4% |
| Admin fee / account holder | $8,272 | $9,912-16.5% | $7,686+7.6% | $13,392-38.2% |