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 | $62,435 | $101,672-38.6% | $147,117-57.6% | $74,478-16.2% |
| Participation rate | 22.2% | 75.5%-53.4pp | 82.2%-60.0pp | 67.2%-45.1pp |
| Annual return | 25.30% | 8757.83%-8732.5pp | 420.54%-395.2pp | 1370.56%-1345.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,493 | $7,305-52.2% | $8,065-56.7% | $4,350-19.7% |
| Admin fee / account holder | $3,077 | $1,753+75.5% | $12,993-76.3% | $1,946+58.1% |