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 | $210,750 | $201,344+4.7% | $184,243+14.4% | $145,877+44.5% |
| Participation rate | 30.8% | 87.5%-56.7pp | 86.8%-56.1pp | 80.3%-49.5pp |
| Annual return | 9.71% | 29.01%-19.3pp | 28.82%-19.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,682 | $9,807-42.1% | $9,132-37.8% | $6,691-15.1% |
| Admin fee / account holder | $7,545 | $16,382-53.9% | $13,914-45.8% | $13,402-43.7% |