Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,110 | $111,814-80.2% | $103,374-78.6% | $145,959-84.9% |
| Participation rate | 8.3% | 77.9%-69.6pp | 74.5%-66.2pp | 80.3%-72.0pp |
| Annual return | 16.05% | 24.77%-8.7pp | 24.89%-8.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $526 | $9,754-94.6% | $8,394-93.7% | $13,398-96.1% |