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 | $116,519 | $197,819-41.1% | $155,789-25.2% | $125,389-7.1% |
| Participation rate | 27.3% | 82.1%-54.8pp | 76.1%-48.8pp | 83.2%-55.9pp |
| Annual return | -1.50% | 86.73%-88.2pp | 71.54%-73.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,177 | $5,631-79.1% | $4,798-75.5% | $5,352-78.0% |
| Admin fee / account holder | $3,168 | $9,544-66.8% | $7,477-57.6% | $9,541-66.8% |