Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,562 | $45,152-19.0% | $73,836-50.5% | $59,633-38.7% |
| Participation rate | 60.7% | 64.0%-3.3pp | 73.4%-12.7pp | 68.7%-8.0pp |
| Annual return | 0.92% | 27.40%-26.5pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,721 | $2,573+5.7% | $3,583-24.1% | $3,192-14.8% |
| Admin fee / account holder | $4,915 | $3,515+39.8% | $4,882+0.7% | $4,297+14.4% |