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 | $104,385 | $59,456+75.6% | $93,669+11.4% | $74,429+40.2% |
| Participation rate | 33.9% | 59.6%-25.8pp | 68.7%-34.9pp | 67.2%-33.3pp |
| Annual return | 15.80% | 82.00%-66.2pp | 133.59%-117.8pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,670 | $3,052-45.3% | $4,416-62.2% | $4,348-61.6% |
| Admin fee / account holder | $3,601 | $3,026+19.0% | $8,291-56.6% | $1,944+85.2% |