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 | $84,091 | $109,872-23.5% | $98,483-14.6% | $167,536-49.8% |
| Participation rate | 47.8% | 75.8%-28.0pp | 73.3%-25.5pp | 82.1%-34.3pp |
| Annual return | 33.10% | 1959.31%-1926.2pp | 1494.38%-1461.3pp | 478.82%-445.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,540 | $4,673-24.2% | $4,276-17.2% | $6,342-44.2% |
| Admin fee / account holder | $8,034 | $6,757+18.9% | $5,953+35.0% | $12,315-34.8% |