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 | $77,039 | $100,073-23.0% | $85,126-9.5% | $145,877-47.2% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 14.00% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,140 | $5,294-78.5% | $4,523-74.8% | $6,691-83.0% |
| Admin fee / account holder | $17,541 | $7,261+141.6% | $6,160+184.7% | $13,402+30.9% |