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 | $152,212 | $126,636+20.2% | $312,151-51.2% | $116,462+30.7% |
| Participation rate | 65.6% | 82.6%-16.9pp | 89.1%-23.5pp | 74.7%-9.1pp |
| Annual return | 23.51% | 15.31%+8.2pp | 1.82%+21.7pp | 15.65%+7.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $8,031-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $5,906 | $4,369+35.2% | $5,370+10.0% | $3,836+54.0% |
| Admin fee / account holder | $4,830 | $16,098-70.0% | $51,799-90.7% | $12,754-62.1% |