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 | $98,865 | $209,405-52.8% | $178,486-44.6% | $158,931-37.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 11.57% | 188.77%-177.2pp | 151.08%-139.5pp | 302.86%-291.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,069 | $5,954-48.5% | $5,202-41.0% | $5,982-48.7% |
| Admin fee / account holder | $21,984 | $17,076+28.7% | $13,985+57.2% | $11,247+95.5% |