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 | $203,176 | $61,787+228.8% | $97,197+109.0% | $80,925+151.1% |
| Participation rate | 69.8% | 63.5%+6.3pp | 72.7%-2.9pp | 67.7%+2.2pp |
| Annual return | 16.40% | -558.16%+574.6pp | 75.47%-59.1pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,181 | $3,027+170.2% | $4,263+91.9% | $4,299+90.3% |
| Admin fee / account holder | $4,390 | $5,170-15.1% | $5,637-22.1% | $6,940-36.7% |