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 | $248,565 | $77,449+220.9% | $69,483+257.7% | $152,909+62.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 5.76% | 39.09%-33.3pp | 28.99%-23.2pp | 345.46%-339.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,614 | $4,415+117.8% | $3,537+171.8% | $5,851+64.3% |
| Admin fee / account holder | $42,179 | $6,210+579.2% | $3,841+998.1% | $11,601+263.6% |