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 | $53,412 | $29,319+82.2% | $52,425+1.9% | $82,448-35.2% |
| Participation rate | 11.4% | 46.9%-35.5pp | 55.6%-44.3pp | 68.1%-56.7pp |
| Annual return | 16.75% | 535.20%-518.5pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,066 | $1,171-9.0% | $1,790-40.4% | $4,139-74.2% |
| Admin fee / account holder | $5,073 | $1,962+158.5% | $2,495+103.3% | $7,234-29.9% |