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 | $188,639 | $109,411+72.4% | $89,435+110.9% | $158,982+18.7% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 14.55% | 345.68%-331.1pp | 245.55%-231.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $781 | $6,159-87.3% | $4,884-84.0% | $11,252-93.1% |