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 | $86,153 | $99,079-13.0% | $78,002+10.4% | $273,972-68.6% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.5%-21.7pp | 83.0%-29.2pp |
| Annual return | 6.96% | 217.93%-211.0pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,069 | $4,306-52.0% | $3,497-40.8% | $5,287-60.9% |
| Admin fee / account holder | $1,284 | $8,954-85.7% | $5,481-76.6% | $10,133-87.3% |