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 | $144,777 | $102,385+41.4% | $147,080-1.6% | $80,935+78.9% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 16.69% | 135.09%-118.4pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,527 | $6,651+43.3% | $8,066+18.1% | $4,299+121.6% |
| Admin fee / account holder | $5,351 | $7,951-32.7% | $12,989-58.8% | $6,924-22.7% |