Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $68,618 | $57,305+19.7% | $86,640-20.8% | $75,173-8.7% |
| Participation rate | 9.9% | 63.2%-53.3pp | 71.7%-61.8pp | 67.2%-57.3pp |
| Annual return | 16.46% | 2674.24%-2657.8pp | 592.52%-576.1pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,024 | $3,320-69.2% | $4,438-76.9% | $4,126-75.2% |
| Admin fee / account holder | $2,411 | $4,116-41.4% | $5,616-57.1% | $5,651-57.3% |