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 | $73,194 | $102,422-28.5% | $147,117-50.2% | $80,959-9.6% |
| Participation rate | 29.7% | 75.9%-46.1pp | 82.2%-52.5pp | 67.7%-37.9pp |
| Annual return | 17.28% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,530 | $6,652-31.9% | $8,065-43.8% | $4,300+5.3% |
| Admin fee / account holder | $1,519 | $7,953-80.9% | $12,993-88.3% | $6,925-78.1% |