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 | $144,022 | $102,422+40.6% | $147,117-2.1% | $80,959+77.9% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.3pp |
| Annual return | 16.11% | 135.16%-119.1pp | 420.54%-404.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,267 | $6,652-20.8% | $8,065-34.7% | $4,300+22.5% |
| Admin fee / account holder | $5,718 | $7,953-28.1% | $12,993-56.0% | $6,925-17.4% |