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 | $39,386 | $228,352-82.8% | $185,835-78.8% | $158,966-75.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 9.54% | 40.81%-31.3pp | 35.96%-26.4pp | 302.95%-293.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,376 | $6,416-47.4% | $5,633-40.1% | $5,983-43.6% |
| Admin fee / account holder | $26,796 | $11,867+125.8% | $9,502+182.0% | $11,250+138.2% |