Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,786 | $101,672-16.6% | $147,117-42.4% | $74,478+13.8% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.2%-41.8pp | 67.2%-26.9pp |
| Annual return | 25.77% | 8757.83%-8732.1pp | 420.54%-394.8pp | 1370.56%-1344.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,432 | $7,305-25.6% | $8,065-32.6% | $4,350+24.9% |
| Admin fee / account holder | $1,816 | $1,753+3.6% | $12,993-86.0% | $1,946-6.7% |