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 | $123,103 | $54,162+127.3% | $68,612+79.4% | $64,173+91.8% |
| Participation rate | 38.7% | 68.1%-29.3pp | 72.2%-33.5pp | 69.6%-30.9pp |
| Annual return | 4.42% | -1.62%+6.0pp | -4.63%+9.1pp | 7.63%-3.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,012 | $2,626+52.8% | $3,311+21.2% | $3,470+15.6% |
| Admin fee / account holder | $16,362 | $4,029+306.1% | $5,131+218.9% | $4,887+234.8% |