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 | $48,350 | $98,240-50.8% | $82,312-41.3% | $147,586-67.2% |
| Participation rate | 38.9% | 79.7%-40.8pp | 76.9%-38.0pp | 82.8%-43.9pp |
| Annual return | 15.46% | 30.85%-15.4pp | 25.88%-10.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,385 | $4,383-22.8% | $3,706-8.7% | $5,439-37.8% |
| Admin fee / account holder | $4,403 | $8,563-48.6% | $5,608-21.5% | $10,886-59.6% |