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 | $93,145 | $48,327+92.7% | $67,575+37.8% | $80,935+15.1% |
| Participation rate | 29.5% | 66.4%-36.9pp | 72.9%-43.4pp | 67.7%-38.1pp |
| Annual return | 11.33% | 18.31%-7.0pp | 3528.98%-3517.7pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,280 | $2,927-56.3% | $4,003-68.0% | $4,299-70.2% |
| Admin fee / account holder | $23,975 | $3,692+549.4% | $3,993+500.4% | $6,924+246.2% |