Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,429-28.5% | $147,096-50.2% | $80,925-9.6% |
| Participation rate | 29.7% | 75.9%-46.1pp | 82.2%-52.5pp | 67.7%-37.9pp |
| Annual return | 17.28% | 135.02%-117.7pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,530 | $6,649-31.9% | $8,071-43.9% | $4,299+5.4% |
| Admin fee / account holder | $1,519 | $7,957-80.9% | $13,005-88.3% | $6,940-78.1% |