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 | $133,025 | $81,504+63.2% | $102,437+29.9% | $80,959+64.3% |
| Participation rate | 51.4% | 66.9%-15.4pp | 74.5%-23.1pp | 67.7%-16.2pp |
| Annual return | 11.02% | 25.60%-14.6pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,701 | $3,871-4.4% | $5,060-26.9% | $4,300-13.9% |
| Admin fee / account holder | $4,396 | $6,719-34.6% | $8,388-47.6% | $6,925-36.5% |