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 | $27,766 | $101,063-72.5% | $81,473-65.9% | $147,586-81.2% |
| Participation rate | 56.5% | 74.5%-17.9pp | 68.0%-11.4pp | 82.8%-26.3pp |
| Annual return | 12.01% | 32.41%-20.4pp | 38.78%-26.8pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,840 | $4,242-56.6% | $3,537-48.0% | $5,439-66.2% |
| Admin fee / account holder | $6,415 | $5,812+10.4% | $4,561+40.6% | $10,886-41.1% |