Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,638 | $117,829-13.7% | $102,423-0.8% | $145,877-30.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.62% | 31.83%-23.2pp | 29.42%-20.8pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,447 | $5,732+29.9% | $5,054+47.3% | $6,691+11.3% |
| Admin fee / account holder | $33,272 | $13,335+149.5% | $9,455+251.9% | $13,402+148.3% |