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 | $116,097 | $99,652+16.5% | $78,778+47.4% | $147,586-21.3% |
| Participation rate | 52.6% | 76.2%-23.6pp | 69.2%-16.6pp | 82.8%-30.2pp |
| Annual return | 17.17% | 47.28%-30.1pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,134 | $3,664-69.0% | $2,958-61.7% | $5,439-79.1% |
| Admin fee / account holder | $2,942 | $7,155-58.9% | $5,134-42.7% | $10,886-73.0% |