Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,255 | $159,978-68.0% | $147,041-65.1% | $145,978-64.9% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 16.78% | 98.36%-81.6pp | 419.21%-402.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,954 | $8,429-53.1% | $8,071-51.0% | $6,690-40.9% |
| Admin fee / account holder | $9,602 | $15,053-36.2% | $13,006-26.2% | $13,400-28.3% |