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 | $108,087 | $70,587+53.1% | $124,693-13.3% | $85,847+25.9% |
| Participation rate | 64.3% | 64.4%-0.1pp | 74.6%-10.3pp | 69.3%-5.0pp |
| Annual return | 14.93% | 20688.83%-20673.9pp | 5144.19%-5129.3pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,427 | $2,969-18.3% | $4,615-47.4% | $3,952-38.6% |
| Admin fee / account holder | $5,877 | $5,282+11.3% | $7,494-21.6% | $6,261-6.1% |