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 | $160,429 | $88,710+80.8% | $81,783+96.2% | $145,959+9.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 9.99% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,929 | $4,645+135.3% | $4,320+153.0% | $6,689+63.4% |
| Admin fee / account holder | $1,814 | $8,407-78.4% | $7,380-75.4% | $13,398-86.5% |