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 | $28,872 | $156,963-81.6% | $121,204-76.2% | $139,466-79.3% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.5%-43.4pp | 80.3%-54.2pp |
| Annual return | 12.96% | 1476.75%-1463.8pp | 987.18%-974.2pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $996 | $4,848-79.5% | $4,083-75.6% | $6,712-85.2% |
| Admin fee / account holder | $4,037 | $6,953-41.9% | $5,651-28.6% | $11,409-64.6% |