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 | $54,963 | $99,017-44.5% | $86,587-36.5% | $147,585-62.8% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 11.36% | 1312.37%-1301.0pp | 964.86%-953.5pp | 578.56%-567.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,578 | $3,972+40.4% | $3,609+54.6% | $5,439+2.6% |
| Admin fee / account holder | $358 | $5,710-93.7% | $4,906-92.7% | $10,885-96.7% |