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 | $81,921 | $150,435-45.5% | $120,580-32.1% | $145,897-43.9% |
| Participation rate | 62.5% | 78.8%-16.3pp | 72.0%-9.5pp | 80.3%-17.8pp |
| Annual return | 11.62% | 154.60%-143.0pp | 107.48%-95.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,808 | $6,174-70.7% | $4,995-63.8% | $6,689-73.0% |
| Admin fee / account holder | $4,865 | $12,182-60.1% | $9,418-48.3% | $13,390-63.7% |