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 | $102,896 | $97,550+5.5% | $120,344-14.5% | $87,485+17.6% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.7%-38.9pp | 68.9%-31.1pp |
| Annual return | 19.37% | 18.41%+1.0pp | 20.30%-0.9pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,864 | $4,230-8.7% | $5,135-24.8% | $4,274-9.6% |
| Admin fee / account holder | $1,852 | $9,543-80.6% | $12,742-85.5% | $7,775-76.2% |