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 | $102,548 | $117,895-13.0% | $102,460+0.1% | $145,897-29.7% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.9pp |
| Annual return | 11.96% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,919 | $5,736-66.5% | $5,056-62.0% | $6,689-71.3% |
| Admin fee / account holder | $43,194 | $13,353+223.5% | $9,460+356.6% | $13,390+222.6% |