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 | $125,000 | $67,602+84.9% | $82,312+51.9% | $70,126+78.3% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 14.95% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,335 | $2,987+112.1% | $3,706+70.9% | $3,332+90.1% |
| Admin fee / account holder | $7,096 | $4,512+57.3% | $5,608+26.5% | $4,645+52.8% |