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 | $84,786 | $101,591-16.5% | $147,096-42.4% | $74,429+13.9% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.2%-41.8pp | 67.2%-26.9pp |
| Annual return | 25.77% | 8746.45%-8720.7pp | 419.75%-394.0pp | 1368.38%-1342.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,432 | $7,302-25.6% | $8,071-32.7% | $4,348+24.9% |
| Admin fee / account holder | $1,816 | $1,750+3.8% | $13,005-86.0% | $1,944-6.6% |