Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,652 | $108,922-54.4% | $100,398-50.5% | $145,978-66.0% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 14.62% | 58.04%-43.4pp | 49.32%-34.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,216 | $8,450+32.7% | $8,084+38.7% | $6,690+67.7% |
| Admin fee / account holder | $8,833 | $9,680-8.8% | $7,893+11.9% | $13,400-34.1% |