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 | $143,524 | $152,619-6.0% | $125,195+14.6% | $152,909-6.1% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 18.70% | 54.85%-36.1pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,830 | $5,869+33.4% | $4,937+58.6% | $5,851+33.8% |
| Admin fee / account holder | $19,653 | $13,437+46.3% | $9,704+102.5% | $11,601+69.4% |