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 | $80,925 | $96,678-16.3% | $86,640-6.6% | $139,466-42.0% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 14.39% | 106.69%-92.3pp | 592.52%-578.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,996 | $4,837-17.4% | $4,438-10.0% | $6,712-40.5% |
| Admin fee / account holder | $7,808 | $6,410+21.8% | $5,616+39.0% | $11,409-31.6% |