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 | $108,154 | $79,045+36.8% | $100,378+7.7% | $74,429+45.3% |
| Participation rate | 37.6% | 79.4%-41.8pp | 81.5%-43.9pp | 67.2%-29.6pp |
| Annual return | 15.55% | 20.61%-5.1pp | 49.41%-33.9pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,890 | $7,751-49.8% | $8,087-51.9% | $4,348-10.5% |
| Admin fee / account holder | $3,966 | $1,335+197.1% | $7,899-49.8% | $1,944+104.0% |