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 | $113,587 | $77,638+46.3% | $156,551-27.4% | $62,881+80.6% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 10.25% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,035 | $3,046+65.3% | $4,871+3.4% | $3,203+57.2% |
| Admin fee / account holder | $1,189 | $5,561-78.6% | $13,028-90.9% | $4,296-72.3% |