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 | $161,157 | $138,385+16.5% | $184,243-12.5% | $80,925+99.1% |
| Participation rate | 65.1% | 83.9%-18.8pp | 86.8%-21.8pp | 67.7%-2.6pp |
| Annual return | 17.52% | 20.02%-2.5pp | 28.82%-11.3pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,304 | $7,075+3.2% | $9,132-20.0% | $4,299+69.9% |
| Admin fee / account holder | $13,538 | $10,489+29.1% | $13,914-2.7% | $6,940+95.1% |