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 | $103,091 | $154,193-33.1% | $130,045-20.7% | $139,466-26.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 20.96% | 32.51%-11.6pp | -137.30%+158.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,819 | $6,709-43.1% | $5,820-34.4% | $6,712-43.1% |
| Admin fee / account holder | $517 | $13,989-96.3% | $10,600-95.1% | $11,409-95.5% |