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 | $232,760 | $176,402+31.9% | $134,162+73.5% | $158,982+46.4% |
| Participation rate | 26.7% | 78.7%-52.1pp | 72.2%-45.5pp | 82.0%-55.3pp |
| Annual return | 7.87% | 63.66%-55.8pp | 36.35%-28.5pp | 302.99%-295.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,240 | $4,093+28.0% | $3,500+49.7% | $5,983-12.4% |
| Admin fee / account holder | $163,329 | $8,719+1773.2% | $6,685+2343.1% | $11,252+1351.6% |