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 | $50,991 | $90,509-43.7% | $78,693-35.2% | $273,968-81.4% |
| Participation rate | 56.5% | 76.5%-20.0pp | 73.6%-17.0pp | 83.0%-26.5pp |
| Annual return | 9.41% | 75.61%-66.2pp | 62.18%-52.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,982 | $3,901+2.1% | $3,517+13.2% | $5,287-24.7% |
| Admin fee / account holder | $13,150 | $5,264+149.8% | $4,511+191.5% | $10,132+29.8% |