Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $121,949 | $135,905-10.3% | $126,068-3.3% | $198,609-38.6% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 47.99% | 14.07%+33.9pp | 15.01%+33.0pp | 202.70%-154.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,400 | $8,523-36.6% | $8,214-34.3% | $6,977-22.6% |
| Admin fee / account holder | $1,200 | $21,036-94.3% | $18,264-93.4% | $19,030-93.7% |