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 | $72,449 | $60,119+20.5% | $90,430-19.9% | $79,858-9.3% |
| Participation rate | 27.0% | 65.0%-37.9pp | 72.7%-45.7pp | 69.6%-42.6pp |
| Annual return | 13.49% | 71.94%-58.4pp | 1293.73%-1280.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,399 | $2,938-52.4% | $3,963-64.7% | $3,740-62.6% |
| Admin fee / account holder | $20,114 | $3,976+405.9% | $5,613+258.3% | $5,306+279.1% |