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 | $24,918 | $97,732-74.5% | $83,831-70.3% | $135,380-81.6% |
| Participation rate | 31.8% | 80.0%-48.1pp | 76.1%-44.3pp | 82.6%-50.8pp |
| Annual return | 9.95% | 1287.56%-1277.6pp | 850.99%-841.0pp | 519.81%-509.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,629 | $4,683-65.2% | $4,082-60.1% | $5,609-71.0% |
| Admin fee / account holder | $6,956 | $6,675+4.2% | $5,479+27.0% | $10,828-35.8% |