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 | $39,462 | $88,778-55.6% | $81,844-51.8% | $145,884-72.9% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 9.81% | 1033.03%-1023.2pp | 778.87%-769.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,246 | $4,648-73.2% | $4,323-71.2% | $6,690-81.4% |
| Admin fee / account holder | $542 | $8,430-93.6% | $7,355-92.6% | $13,392-96.0% |