Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,297 | $125,184-63.8% | $105,607-57.1% | $145,884-68.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.36% | 225.00%-209.6pp | 116.11%-100.7pp | 551.85%-536.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,213 | $5,714+43.7% | $5,011+63.9% | $6,690+22.8% |
| Admin fee / account holder | $9,282 | $17,133-45.8% | $10,958-15.3% | $13,392-30.7% |