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 | $129,942 | $100,901+28.8% | $75,501+72.1% | $147,586-12.0% |
| Participation rate | 61.5% | 77.1%-15.6pp | 72.4%-10.8pp | 82.8%-21.3pp |
| Annual return | 11.89% | 35.78%-23.9pp | 27.35%-15.5pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,486 | $4,027+36.2% | $3,142+74.6% | $5,439+0.9% |
| Admin fee / account holder | $36,747 | $11,285+225.6% | $5,801+533.5% | $10,886+237.6% |