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 | $133,836 | $98,776+35.5% | $149,745-10.6% | $79,856+67.6% |
| Participation rate | 67.8% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 20.28% | 27.38%-7.1pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,379 | $5,681+29.9% | $6,843+7.8% | $3,741+97.3% |
| Admin fee / account holder | $16,570 | $6,053+173.8% | $9,312+78.0% | $5,306+212.3% |