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 | $50,535 | $124,330-59.4% | $109,173-53.7% | $167,536-69.8% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 32.07% | 26.04%+6.0pp | 25.75%+6.3pp | 478.82%-446.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,883 | $5,256-45.2% | $4,654-38.1% | $6,342-54.5% |
| Admin fee / account holder | $2,199 | $7,974-72.4% | $6,755-67.4% | $12,315-82.1% |