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 | $127,002 | $106,918+18.8% | $84,021+51.2% | $152,897-16.9% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 23.04% | 105.01%-82.0pp | 71.32%-48.3pp | 345.43%-322.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,886 | $4,012-53.0% | $3,239-41.8% | $5,851-67.8% |
| Admin fee / account holder | $1,084 | $8,288-86.9% | $6,102-82.2% | $11,599-90.7% |