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 | $54,274 | $60,139-9.8% | $90,461-40.0% | $79,856-32.0% |
| Participation rate | 35.0% | 65.0%-30.0pp | 72.7%-37.7pp | 69.6%-34.6pp |
| Annual return | 11.94% | 71.96%-60.0pp | 1294.76%-1282.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,987 | $2,069-3.9% | $3,264-39.1% | $2,471-19.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23,906 | $3,978+500.9% | $5,617+325.6% | $5,306+350.5% |