Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $184,600 | $57,073+223.4% | $85,126+116.9% | $80,925+128.1% |
| Participation rate | 38.2% | 56.4%-18.2pp | 67.5%-29.3pp | 67.7%-29.4pp |
| Annual return | 11.08% | 21.69%-10.6pp | 66.63%-55.6pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,483 | $3,113+236.7% | $4,523+131.8% | $4,299+143.9% |
| Admin fee / account holder | $2,429 | $4,988-51.3% | $6,160-60.6% | $6,940-65.0% |