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 | $216,125 | $49,896+333.1% | $80,627+168.1% | $75,173+187.5% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 18.62% | 34.67%-16.0pp | 936.76%-918.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,208 | $2,992+107.5% | $4,443+39.7% | $4,126+50.5% |
| Admin fee / account holder | $17,408 | $3,578+386.5% | $5,381+223.5% | $5,651+208.1% |