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 | $144,326 | $165,381-12.7% | $149,730-3.6% | $158,966-9.2% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 12.96% | 348.29%-335.3pp | 276.70%-263.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,426 | $7,182+3.4% | $6,843+8.5% | $5,983+24.1% |
| Admin fee / account holder | $16,333 | $10,809+51.1% | $9,310+75.4% | $11,250+45.2% |