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 | $146,341 | $85,171+71.8% | $172,753-15.3% | $72,976+100.5% |
| Participation rate | 65.5% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-4.0pp |
| Annual return | 28.93% | 27.32%+1.6pp | 803.00%-774.1pp | 81.02%-52.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,569 | $3,260+40.2% | $5,198-12.1% | $3,608+26.7% |
| Admin fee / account holder | $25,013 | $5,880+325.4% | $13,956+79.2% | $5,124+388.1% |