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 | $123,359 | $70,366+75.3% | $66,674+85.0% | $138,895-11.2% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 16.06% | 386.41%-370.3pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,259 | $4,374-2.6% | $4,084+4.3% | $6,396-33.4% |
| Admin fee / account holder | $3,511 | $5,262-33.3% | $5,098-31.1% | $12,562-72.0% |