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 | $39,665 | $100,938-60.7% | $90,461-56.2% | $158,982-75.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 8.14% | 1727.20%-1719.1pp | 1294.76%-1286.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,431 | $4,350+24.9% | $3,964+37.0% | $5,983-9.2% |
| Admin fee / account holder | $2,020 | $6,510-69.0% | $5,617-64.0% | $11,252-82.0% |