Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $142,434 | $102,385+39.1% | $147,080-3.2% | $80,935+76.0% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 14.33% | 135.09%-120.8pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,084 | $6,651-23.6% | $8,066-37.0% | $4,299+18.2% |
| Admin fee / account holder | $36,530 | $7,951+359.4% | $12,989+181.2% | $6,924+427.6% |