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 | $239,310 | $97,550+145.3% | $120,344+98.9% | $87,485+173.5% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.7%-9.0pp | 68.9%-1.2pp |
| Annual return | 18.15% | 18.41%-0.3pp | 20.30%-2.2pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,686 | $4,230-36.5% | $5,135-47.7% | $4,274-37.2% |
| Admin fee / account holder | $25,761 | $9,543+170.0% | $12,742+102.2% | $7,775+231.3% |