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 | $27,309 | $106,005-74.2% | $92,239-70.4% | $147,585-81.5% |
| Participation rate | 31.6% | 80.4%-48.8pp | 76.5%-44.9pp | 82.8%-51.3pp |
| Annual return | 13.62% | 50.05%-36.4pp | 176.29%-162.7pp | 578.58%-565.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,694 | $4,478-62.2% | $3,897-56.5% | $5,439-68.8% |
| Admin fee / account holder | $1,237 | $6,333-80.5% | $5,194-76.2% | $10,886-88.6% |