Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,672 | $127,273-71.2% | $109,895-66.6% | $167,518-78.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 13.47% | 22.97%-9.5pp | 29.46%-16.0pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,719 | $4,515-61.9% | $4,049-57.5% | $6,342-72.9% |
| Admin fee / account holder | $13,130 | $7,117+84.5% | $6,067+116.4% | $12,312+6.6% |