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 | $239,824 | $90,530+164.9% | $76,030+215.4% | $145,897+64.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 10.00% | 625.08%-615.1pp | 361.54%-351.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $770 | $8,383-90.8% | $6,421-88.0% | $13,390-94.2% |