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 | $164,557 | $51,638+218.7% | $68,368+140.7% | $82,448+99.6% |
| Participation rate | 47.5% | 63.6%-16.1pp | 73.8%-26.3pp | 68.1%-20.6pp |
| Annual return | 15.67% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,582 | $2,914+194.6% | $4,123+108.2% | $4,139+107.3% |
| Admin fee / account holder | $6,653 | $4,643+43.3% | $5,150+29.2% | $7,234-8.0% |