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 | $149,205 | $84,236+77.1% | $170,435-12.5% | $70,126+112.8% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 16.78% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,150 | $3,086-30.3% | $4,939-56.5% | $3,332-35.5% |
| Admin fee / account holder | $2,007 | $5,698-64.8% | $13,881-85.5% | $4,645-56.8% |