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 | $99,585 | $102,385-2.7% | $147,080-32.3% | $80,935+23.0% |
| Participation rate | 47.4% | 75.9%-28.5pp | 82.2%-34.8pp | 67.7%-20.3pp |
| Annual return | 29.88% | 135.09%-105.2pp | 420.17%-390.3pp | 35.66%-5.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,133 | $6,651+52.4% | $8,066+25.6% | $4,299+135.7% |
| Admin fee / account holder | $10,716 | $7,951+34.8% | $12,989-17.5% | $6,924+54.8% |