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 | $23,278 | $176,402-86.8% | $134,155-82.6% | $158,931-85.4% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 4.90% | 63.64%-58.7pp | 36.33%-31.4pp | 302.86%-298.0pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,265 | $4,092-69.1% | $3,499-63.8% | $5,982-78.8% |
| Admin fee / account holder | $42,445 | $8,719+386.8% | $6,685+534.9% | $11,247+277.4% |