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 | $97,099 | $208,088-53.3% | $186,193-47.9% | $154,746-37.3% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.1%-49.8pp | 80.7%-53.4pp |
| Annual return | 9.26% | 89.97%-80.7pp | 78.03%-68.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,542 | $7,078-64.1% | $6,513-61.0% | $6,730-62.2% |
| Admin fee / account holder | $31,007 | $11,698+165.1% | $11,058+180.4% | $14,365+115.8% |