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 | $182,048 | $65,041+179.9% | $90,965+100.1% | $79,858+128.0% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.0%-17.4pp | 69.6%-18.0pp |
| Annual return | 13.69% | 30.45%-16.8pp | 134.57%-120.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,987 | $2,512+18.9% | $3,373-11.4% | $3,740-20.1% |
| Admin fee / account holder | $1,472 | $4,536-67.5% | $5,960-75.3% | $5,306-72.2% |