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 | $153,976 | $70,366+118.8% | $66,674+130.9% | $138,895+10.9% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 15.23% | 386.41%-371.2pp | 321.24%-306.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,813 | $4,374-58.5% | $4,084-55.6% | $6,396-71.7% |
| Admin fee / account holder | $826 | $5,262-84.3% | $5,098-83.8% | $12,562-93.4% |