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 | $165,155 | $102,382+61.3% | $147,005+12.3% | $80,874+104.2% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 16.78% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,429 | $6,646+117.1% | $8,070+78.8% | $4,297+235.8% |
| Admin fee / account holder | $16,943 | $7,942+113.3% | $13,006+30.3% | $6,935+144.3% |