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 | $102,934 | $64,359+59.9% | $90,161+14.2% | $70,126+46.8% |
| Participation rate | 46.8% | 70.4%-23.7pp | 76.9%-30.1pp | 69.5%-22.8pp |
| Annual return | 16.84% | 28.13%-11.3pp | 34.89%-18.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,262 | $4,389-2.9% | $5,287-19.4% | $3,332+27.9% |
| Admin fee / account holder | $4,465 | $3,945+13.2% | $5,943-24.9% | $4,645-3.9% |