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 | $90,578 | $95,406-5.1% | $185,849-51.3% | $85,847+5.5% |
| Participation rate | 69.7% | 68.8%+1.0pp | 81.7%-12.0pp | 69.3%+0.4pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,072 | $3,424-39.5% | $5,569-62.8% | $3,952-47.6% |
| Admin fee / account holder | $19,501 | $7,214+170.3% | $16,244+20.1% | $6,261+211.5% |