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 | $204,756 | $110,039+86.1% | $97,260+110.5% | $145,884+40.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 12.50% | 244.44%-231.9pp | 75.54%-63.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,381 | $4,674+36.5% | $4,262+49.7% | $6,690-4.6% |
| Admin fee / account holder | $492 | $6,204-92.1% | $5,640-91.3% | $13,392-96.3% |