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 | $114,075 | $85,766+33.0% | $136,298-16.3% | $70,126+62.7% |
| Participation rate | 56.9% | 74.2%-17.2pp | 81.9%-25.0pp | 69.5%-12.6pp |
| Annual return | 18.50% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,194 | $5,051-56.6% | $6,247-64.9% | $3,332-34.1% |
| Admin fee / account holder | $21,186 | $5,421+290.8% | $9,244+129.2% | $4,645+356.1% |