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 | $243,087 | $65,395+271.7% | $182,540+33.2% | $72,975+233.1% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 69.5%-9.5pp |
| Annual return | 22.19% | 27.68%-5.5pp | 148.58%-126.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,605 | $3,563+57.3% | $5,525+1.4% | $3,608+55.4% |
| Admin fee / account holder | $48,304 | $4,245+1038.0% | $8,593+462.1% | $5,124+842.7% |