Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $149,137 | $76,407+95.2% | $150,298-0.8% | $82,448+80.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 14.51% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $10,779 | $2,614+312.4% | $4,154+159.5% | $2,551+322.6% |
| Participant deferral / active EE | $7,609 | $3,214+136.7% | $5,453+39.5% | $4,139+83.8% |
| Admin fee / account holder | $1,015 | $6,352-84.0% | $14,116-92.8% | $7,234-86.0% |