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 | $117,594 | $254,759-53.8% | $216,567-45.7% | $198,609-40.8% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 12.88% | 10.04%+2.8pp | 12.94%-0.1pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,976 | $6,948-57.2% | $6,191-51.9% | $6,977-57.4% |
| Admin fee / account holder | $10,075 | $26,311-61.7% | $21,981-54.2% | $19,030-47.1% |