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 | $41,912 | $60,139-30.3% | $90,461-53.7% | $79,856-47.5% |
| Participation rate | 24.1% | 65.0%-40.9pp | 72.7%-48.6pp | 69.6%-45.6pp |
| Annual return | 13.07% | 71.96%-58.9pp | 1294.76%-1281.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $925 | $2,939-68.5% | $3,964-76.7% | $3,741-75.3% |
| Admin fee / account holder | $483 | $3,978-87.9% | $5,617-91.4% | $5,306-90.9% |