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 | $34,891 | $63,346-44.9% | $92,240-62.2% | $70,126-50.2% |
| Participation rate | 31.7% | 68.7%-37.0pp | 76.5%-44.8pp | 69.5%-37.8pp |
| Annual return | 14.88% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,383 | $2,854-51.5% | $3,897-64.5% | $3,332-58.5% |
| Admin fee / account holder | $1,079 | $3,841-71.9% | $5,194-79.2% | $4,645-76.8% |