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 | $110,636 | $91,760+20.6% | $156,181-29.2% | $67,986+62.7% |
| Participation rate | 39.7% | 65.0%-25.3pp | 78.8%-39.1pp | 57.2%-17.5pp |
| Annual return | 17.22% | 18.14%-0.9pp | 64.87%-47.7pp | 31.67%-14.4pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,558 | $3,960-35.4% | $6,132-58.3% | $3,358-23.8% |
| Admin fee / account holder | $2,974 | $3,949-24.7% | $14,586-79.6% | $3,203-7.2% |