Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,178 | $97,729-44.6% | $83,830-35.4% | $135,379-60.0% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.6pp |
| Annual return | 7.40% | 1287.52%-1280.1pp | 850.97%-843.6pp | 519.79%-512.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,565 | $4,683-23.9% | $4,082-12.7% | $5,609-36.4% |
| Admin fee / account holder | $6,955 | $6,674+4.2% | $5,479+27.0% | $10,828-35.8% |