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 | $124,741 | $91,179+36.8% | $178,499-30.1% | $79,852+56.2% |
| Participation rate | 52.4% | 69.2%-16.8pp | 81.9%-29.5pp | 69.6%-17.3pp |
| Annual return | 23.24% | 24.19%-1.0pp | 151.10%-127.9pp | 31.72%-8.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,079 | $3,236+26.1% | $5,202-21.6% | $3,740+9.1% |
| Admin fee / account holder | $3,874 | $6,749-42.6% | $13,986-72.3% | $5,306-27.0% |