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 | $120,593 | $56,116+114.9% | $135,768-11.2% | $86,983+38.6% |
| Participation rate | 58.6% | 60.1%-1.5pp | 71.1%-12.5pp | 69.5%-10.9pp |
| Annual return | 12.99% | 125.33%-112.3pp | 526.10%-513.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,231 | $2,690+20.1% | $3,977-18.8% | $4,194-23.0% |
| Admin fee / account holder | $995 | $4,314-76.9% | $7,048-85.9% | $7,856-87.3% |