Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,608 | $185,883-51.3% | $170,043-46.7% | $139,466-35.0% |
| Participation rate | 36.8% | 87.8%-50.9pp | 87.0%-50.2pp | 80.3%-43.5pp |
| Annual return | 15.97% | 60.54%-44.6pp | 53.40%-37.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,458 | $11,626-70.3% | $10,410-66.8% | $6,712-48.5% |
| Admin fee / account holder | $5,238 | $15,393-66.0% | $12,824-59.2% | $11,409-54.1% |