Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $90,074 | $154,209-41.6% | $130,062-30.7% | $139,487-35.4% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.5%-50.7pp | 80.3%-52.6pp |
| Annual return | 20.37% | 32.52%-12.2pp | -137.37%+157.7pp | 373.84%-353.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,535 | $6,709-2.6% | $5,821+12.3% | $6,713-2.6% |
| Admin fee / account holder | $1,236 | $13,988-91.2% | $10,601-88.3% | $11,407-89.2% |