Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,534 | $77,901-64.7% | $149,717-81.6% | $75,181-63.4% |
| Participation rate | 40.9% | 65.6%-24.7pp | 78.8%-37.9pp | 67.2%-26.3pp |
| Annual return | 158.08% | 31.73%+126.4pp | 134.41%+23.7pp | 160.69%-2.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,383 | $3,411-30.1% | $5,682-58.1% | $4,126-42.3% |
| Admin fee / account holder | $526 | $5,949-91.2% | $13,213-96.0% | $5,650-90.7% |