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 | $84,069 | $183,592-54.2% | $155,574-46.0% | $145,877-42.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 12.12% | 61.37%-49.3pp | 64.87%-52.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,325 | $6,466-33.1% | $5,629-23.2% | $6,691-35.4% |
| Admin fee / account holder | $5,649 | $19,316-70.8% | $15,914-64.5% | $13,402-57.9% |