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 | $109,524 | $52,580+108.3% | $71,671+52.8% | $70,126+56.2% |
| Participation rate | 50.7% | 60.9%-10.2pp | 68.7%-18.1pp | 69.5%-18.9pp |
| Annual return | 17.00% | 20.25%-3.3pp | 20.65%-3.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,622 | $2,386+9.9% | $3,438-23.7% | $3,332-21.3% |
| Admin fee / account holder | $3,071 | $3,653-15.9% | $5,558-44.8% | $4,645-33.9% |