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 | $241,402 | $107,363+124.8% | $92,909+159.8% | $152,897+57.9% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 13.23% | 145.63%-132.4pp | 109.44%-96.2pp | 345.43%-332.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,510 | $4,848-68.9% | $4,238-64.4% | $5,851-74.2% |
| Admin fee / account holder | $394,870 | $7,082+5476.1% | $5,795+6713.9% | $11,599+3304.2% |