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 | $69,495 | $111,878-37.9% | $93,727-25.9% | $145,897-52.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.19% | 204.28%-193.1pp | 133.83%-122.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,723 | $4,920-65.0% | $4,417-61.0% | $6,689-74.2% |
| Admin fee / account holder | $13,581 | $10,256+32.4% | $8,292+63.8% | $13,390+1.4% |