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 | $139,823 | $124,351+12.4% | $109,188+28.1% | $167,553-16.6% |
| Participation rate | 52.2% | 79.4%-27.3pp | 75.9%-23.7pp | 82.1%-29.9pp |
| Annual return | 10.29% | 26.04%-15.8pp | 25.76%-15.5pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,544 | $5,257-51.6% | $4,654-45.3% | $6,343-59.9% |
| Admin fee / account holder | $27,701 | $7,975+247.3% | $6,755+310.1% | $12,316+124.9% |