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 | $63,051 | $45,566+38.4% | $64,105-1.6% | $59,633+5.7% |
| Participation rate | 49.4% | 60.2%-10.7pp | 68.2%-18.7pp | 68.7%-19.2pp |
| Annual return | 1.18% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,592 | $2,057-22.6% | $2,822-43.6% | $3,192-50.1% |
| Admin fee / account holder | $5,049 | $3,268+54.5% | $4,499+12.2% | $4,297+17.5% |