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 | $55,072 | $56,197-2.0% | $67,652-18.6% | $59,633-7.6% |
| Participation rate | 62.3% | 71.5%-9.2pp | 75.7%-13.4pp | 68.7%-6.4pp |
| Annual return | 0.70% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,610 | $2,844-43.4% | $3,560-54.8% | $3,192-49.6% |
| Admin fee / account holder | $890 | $3,958-77.5% | $4,821-81.5% | $4,297-79.3% |