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 | $61,335 | $115,903-47.1% | $100,528-39.0% | $158,966-61.4% |
| Participation rate | 41.7% | 81.6%-39.9pp | 79.4%-37.8pp | 82.0%-40.3pp |
| Annual return | 13.19% | 34.80%-21.6pp | 30.90%-17.7pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,244 | $6,677-51.4% | $6,271-48.3% | $5,983-45.8% |
| Admin fee / account holder | $880 | $11,000-92.0% | $8,084-89.1% | $11,250-92.2% |