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 | $188,591 | $81,476+131.5% | $102,383+84.2% | $80,925+133.0% |
| Participation rate | 69.5% | 66.8%+2.6pp | 74.5%-5.0pp | 67.7%+1.8pp |
| Annual return | 15.26% | 25.59%-10.3pp | 24.94%-9.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,192 | $3,871+137.5% | $5,060+81.7% | $4,299+113.8% |
| Admin fee / account holder | $5,773 | $6,717-14.1% | $8,391-31.2% | $6,940-16.8% |