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 | $175,549 | $102,393+71.4% | $147,041+19.4% | $80,911+117.0% |
| Participation rate | 39.6% | 75.9%-36.3pp | 82.2%-42.6pp | 67.6%-28.1pp |
| Annual return | 15.00% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,863 | $6,647-26.8% | $8,071-39.8% | $4,297+13.2% |
| Admin fee / account holder | $6,144 | $7,943-22.7% | $13,006-52.8% | $6,935-11.4% |