Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,622 | $65,440-54.7% | $98,506-69.9% | $85,851-65.5% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.3%-17.7pp |
| Annual return | 40.53% | 21.75%+18.8pp | 1494.92%-1454.4pp | 318.63%-278.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,135 | $3,168-64.2% | $4,277-73.5% | $3,952-71.3% |
| Admin fee / account holder | $4,352 | $4,596-5.3% | $5,955-26.9% | $6,261-30.5% |