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 | $26,580 | $88,778-70.1% | $81,844-67.5% | $145,884-81.8% |
| Participation rate | 45.8% | 75.1%-29.2pp | 72.4%-26.5pp | 80.3%-34.5pp |
| Annual return | 11.21% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,155 | $4,648-75.1% | $4,323-73.3% | $6,690-82.7% |
| Admin fee / account holder | $9,249 | $8,430+9.7% | $7,355+25.7% | $13,392-30.9% |