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 | $246,518 | $106,280+132.0% | $96,538+155.4% | $139,487+76.7% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.2pp |
| Annual return | 15.20% | 38.48%-23.3pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,026 | $5,457-26.2% | $4,880-17.5% | $6,713-40.0% |
| Admin fee / account holder | $2,983 | $7,888-62.2% | $6,737-55.7% | $11,407-73.8% |