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 | $106,964 | $81,233+31.7% | $155,567-31.2% | $80,874+32.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 17.23% | 33.33%-16.1pp | 64.74%-47.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,743 | $3,452-20.6% | $5,628-51.3% | $4,297-36.2% |
| Admin fee / account holder | $16,962 | $7,998+112.1% | $15,916+6.6% | $6,935+144.6% |