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 | $210,680 | $71,197+195.9% | $93,669+124.9% | $80,925+160.3% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 10.17% | 11.27%-1.1pp | 133.59%-123.4pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,004 | $4,036-0.8% | $4,416-9.3% | $4,299-6.9% |
| Admin fee / account holder | $14,282 | $6,959+105.2% | $8,291+72.2% | $6,940+105.8% |