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 | $72,214 | $176,105-59.0% | $159,474-54.7% | $167,536-56.9% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 15.57% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,803 | $7,751-25.1% | $7,353-21.1% | $6,342-8.5% |
| Admin fee / account holder | $9,132 | $12,559-27.3% | $10,802-15.5% | $12,315-25.8% |