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 | $155,339 | $80,983+91.8% | $96,544+60.9% | $75,177+106.6% |
| Participation rate | 32.0% | 71.8%-39.8pp | 76.0%-44.0pp | 67.2%-35.2pp |
| Annual return | 13.85% | 27.05%-13.2pp | 25.88%-12.0pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,140 | $3,929-20.1% | $4,851-35.3% | $4,126-23.9% |
| Admin fee / account holder | $6,852 | $6,717+2.0% | $8,254-17.0% | $5,651+21.3% |