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 | $107,728 | $98,766+9.1% | $149,730-28.1% | $79,852+34.9% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.5%-56.6pp | 69.6%-43.7pp |
| Annual return | 17.07% | 27.43%-10.4pp | 276.70%-259.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,493 | $5,681-56.1% | $6,843-63.6% | $3,740-33.4% |
| Admin fee / account holder | $6,533 | $6,052+7.9% | $9,310-29.8% | $5,306+23.1% |