Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,606 | $100,911-44.9% | $90,440-38.5% | $158,966-65.0% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 6.27% | 1726.62%-1720.3pp | 1294.38%-1288.1pp | 302.95%-296.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,555 | $4,348-18.3% | $3,964-10.3% | $5,983-40.6% |
| Admin fee / account holder | $14,950 | $6,507+129.7% | $5,615+166.3% | $11,250+32.9% |