Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,992 | $227,291-65.7% | $214,702-63.7% | $155,188-49.7% |
| Participation rate | 58.8% | 88.0%-29.1pp | 87.5%-28.6pp | 80.8%-22.0pp |
| Annual return | 13.87% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,102 | $9,582-57.2% | $9,147-55.2% | $6,531-37.2% |
| Admin fee / account holder | $21,820 | $20,413+6.9% | $19,830+10.0% | $14,480+50.7% |