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 | $57,318 | $165,939-65.5% | $122,354-53.2% | $147,586-61.2% |
| Participation rate | 64.3% | 79.6%-15.3pp | 71.6%-7.4pp | 82.8%-18.5pp |
| Annual return | 15.61% | 34.56%-18.9pp | 30.28%-14.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,037 | $4,005-49.1% | $3,287-38.0% | $5,439-62.5% |
| Admin fee / account holder | $3,618 | $7,425-51.3% | $5,479-34.0% | $10,886-66.8% |