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 | $198,026 | $80,985+144.5% | $96,576+105.0% | $75,181+163.4% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | 15.66% | 27.05%-11.4pp | 25.87%-10.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,058 | $3,929+181.4% | $4,851+127.9% | $4,126+168.0% |
| Admin fee / account holder | $41,750 | $6,719+521.4% | $8,253+405.9% | $5,650+639.0% |