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 | $60,175 | $24,618+144.4% | $71,585-15.9% | $82,637-27.2% |
| Participation rate | 21.7% | 68.2%-46.5pp | 68.2%-46.4pp | 68.1%-46.3pp |
| Annual return | 15.14% | 93.17%-78.0pp | 59.26%-44.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,014 | $1,720-41.1% | $2,923-65.3% | $4,126-75.4% |
| Admin fee / account holder | $13,124 | $3,285+299.6% | $4,712+178.6% | $7,339+78.8% |