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 | $115,850 | $135,645-14.6% | $110,243+5.1% | $135,379-14.4% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.8%-49.8pp | 82.6%-52.6pp |
| Annual return | 4.38% | 513.24%-508.9pp | 314.76%-310.4pp | 519.79%-515.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $605 | $11,458-94.7% | $8,548-92.9% | $10,828-94.4% |