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 | $105,725 | $78,707+34.3% | $117,861-10.3% | $70,126+50.8% |
| Participation rate | 38.2% | 73.2%-35.0pp | 79.7%-41.4pp | 69.5%-31.3pp |
| Annual return | 16.11% | 23.30%-7.2pp | 335.11%-319.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,703 | $3,297+12.3% | $4,482-17.4% | $3,332+11.1% |
| Admin fee / account holder | $6,895 | $5,066+36.1% | $8,021-14.0% | $4,645+48.4% |