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 | $132,668 | $87,834+51.0% | $133,975-1.0% | $62,881+111.0% |
| Participation rate | 61.9% | 83.4%-21.5pp | 87.1%-25.2pp | 69.3%-7.4pp |
| Annual return | 7.83% | 12.05%-4.2pp | 29.29%-21.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,475 | $4,812+96.9% | $6,282+50.8% | $3,203+195.8% |
| Admin fee / account holder | $12,562 | $5,372+133.8% | $9,324+34.7% | $4,296+192.4% |