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 | $94,451 | $70,486+34.0% | $100,528-6.0% | $79,852+18.3% |
| Participation rate | 38.4% | 73.6%-35.3pp | 79.4%-41.0pp | 69.6%-31.3pp |
| Annual return | 17.25% | 21.90%-4.6pp | 30.90%-13.6pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,540 | $5,182-51.0% | $6,271-59.5% | $3,740-32.1% |
| Admin fee / account holder | $10,907 | $4,480+143.5% | $8,084+34.9% | $5,306+105.6% |