Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $159,363 | $94,439+68.7% | $73,658+116.4% | $154,746+3.0% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | 20.97% | 28.25%-7.3pp | 29.72%-8.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,400 | $1,257+11.4% | $1,032+35.6% | $4,379-68.0% |
| Participant deferral / active EE | $35,563 | $2,527+1307.3% | $2,062+1624.8% | $6,730+428.4% |
| Admin fee / account holder | $2,276 | $3,843-40.8% | $3,357-32.2% | $14,365-84.2% |