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 | $47,513 | $98,766-51.9% | $149,730-68.3% | $79,852-40.5% |
| Participation rate | 30.3% | 75.8%-45.4pp | 82.5%-52.1pp | 69.6%-39.3pp |
| Annual return | 124.56% | 27.43%+97.1pp | 276.70%-152.1pp | 31.72%+92.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,608 | $5,681-54.1% | $6,843-61.9% | $3,740-30.3% |
| Admin fee / account holder | $886 | $6,052-85.4% | $9,310-90.5% | $5,306-83.3% |