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 | $58,758 | $52,519+11.9% | $155,789-62.3% | $59,633-1.5% |
| Participation rate | 44.8% | 61.7%-16.9pp | 76.1%-31.3pp | 68.7%-23.8pp |
| Annual return | 0.95% | 53.51%-52.6pp | 71.54%-70.6pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,818 | $3,084-41.0% | $4,798-62.1% | $3,192-43.0% |
| Admin fee / account holder | $1,659 | $3,540-53.1% | $7,477-77.8% | $4,297-61.4% |