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 | $113,601 | $78,690+44.4% | $161,489-29.7% | $87,485+29.9% |
| Participation rate | 63.2% | 67.5%-4.3pp | 78.7%-15.5pp | 68.9%-5.8pp |
| Annual return | 14.65% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,467 | $3,311+65.1% | $5,630-2.9% | $4,274+27.9% |
| Admin fee / account holder | $6,076 | $6,724-9.6% | $16,006-62.0% | $7,775-21.9% |