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 | $181,067 | $81,696+121.6% | $70,494+156.9% | $158,982+13.9% |
| Participation rate | 29.2% | 77.7%-48.6pp | 75.1%-45.9pp | 82.0%-52.8pp |
| Annual return | 15.19% | 208.70%-193.5pp | 109.16%-94.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,103 | $4,558-75.8% | $3,711-70.3% | $5,983-81.6% |
| Admin fee / account holder | $3,250 | $6,200-47.6% | $3,848-15.5% | $11,252-71.1% |