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 | $83,971 | $69,252+21.3% | $64,099+31.0% | $139,456-39.8% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.75% | 45.89%-32.1pp | 33.70%-19.9pp | 373.45%-359.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,972 | $4,683+6.2% | $3,881+28.1% | $6,711-25.9% |
| Admin fee / account holder | $11,645 | $4,248+174.2% | $3,070+279.3% | $11,407+2.1% |