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 | $20,700 | $88,754-76.7% | $81,820-74.7% | $145,877-85.8% |
| Participation rate | 41.2% | 75.1%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 12.04% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,114 | $4,648-76.0% | $4,323-74.2% | $6,691-83.4% |
| Admin fee / account holder | $22,738 | $8,424+169.9% | $7,391+207.7% | $13,402+69.7% |