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 | $106,850 | $70,684+51.2% | $169,397-36.9% | $75,177+42.1% |
| Participation rate | 68.8% | 64.8%+3.9pp | 77.2%-8.4pp | 67.2%+1.5pp |
| Annual return | 17.81% | 36.38%-18.6pp | 406.23%-388.4pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,183 | $4,310-26.1% | $6,223-48.9% | $4,126-22.9% |
| Admin fee / account holder | $34,869 | $5,404+545.2% | $9,017+286.7% | $5,651+517.0% |