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 | $42,393 | $51,184-17.2% | $66,439-36.2% | $86,983-51.3% |
| Participation rate | 37.8% | 68.5%-30.6pp | 74.5%-36.7pp | 69.5%-31.7pp |
| Annual return | 13.19% | 17.07%-3.9pp | 757.66%-744.5pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,201 | $2,927-59.0% | $3,876-69.0% | $4,194-71.4% |
| Admin fee / account holder | $1,140 | $4,154-72.6% | $6,173-81.5% | $7,856-85.5% |