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 | $193,061 | $95,975+101.2% | $74,552+159.0% | $135,382+42.6% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | 3.65% | 56.96%-53.3pp | 32.53%-28.9pp | 519.77%-516.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,370 | $6,522-63.7% | $5,060-53.2% | $10,829-78.1% |