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 | $98,076 | $100,911-2.8% | $90,440+8.4% | $158,966-38.3% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 14.02% | 1726.62%-1712.6pp | 1294.38%-1280.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $945 | $4,348-78.3% | $3,964-76.2% | $5,983-84.2% |
| Admin fee / account holder | $1,469 | $6,507-77.4% | $5,615-73.8% | $11,250-86.9% |