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 | $152,421 | $72,177+111.2% | $115,038+32.5% | $59,633+155.6% |
| Participation rate | 68.1% | 72.6%-4.5pp | 81.4%-13.3pp | 68.7%-0.6pp |
| Annual return | 7.46% | 12.02%-4.6pp | 26.14%-18.7pp | 2041.45%-2034.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,507 | $4,783-47.6% | $6,026-58.4% | $3,192-21.4% |
| Admin fee / account holder | $1,456 | $4,927-70.4% | $8,175-82.2% | $4,297-66.1% |