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 | $230,611 | $63,703+262.0% | $93,063+147.8% | $82,448+179.7% |
| Participation rate | 67.9% | 63.8%+4.1pp | 72.1%-4.2pp | 68.1%-0.1pp |
| Annual return | 13.49% | -775.43%+788.9pp | 34.15%-20.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,299 | $2,919+218.6% | $3,958+134.9% | $4,139+124.7% |
| Admin fee / account holder | $12,538 | $5,982+109.6% | $6,033+107.8% | $7,234+73.3% |