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 | $219,350 | $53,837+307.4% | $75,717+189.7% | $85,856+155.5% |
| Participation rate | 31.3% | 69.1%-37.8pp | 74.8%-43.6pp | 69.3%-38.1pp |
| Annual return | 16.26% | 24.54%-8.3pp | 104.58%-88.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,328 | $2,895-19.6% | $3,821-39.1% | $3,952-41.1% |
| Admin fee / account holder | $13,008 | $3,341+289.3% | $3,619+259.4% | $6,261+107.8% |