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 | $230,405 | $96,678+138.3% | $86,640+165.9% | $139,466+65.2% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-28.0pp | 80.3%-36.6pp |
| Annual return | 12.65% | 106.69%-94.0pp | 592.52%-579.9pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,912 | $4,837-19.1% | $4,438-11.9% | $6,712-41.7% |
| Admin fee / account holder | $2,462 | $6,410-61.6% | $5,616-56.2% | $11,409-78.4% |