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 | $145,145 | $101,950+42.4% | $125,529+15.6% | $86,983+66.9% |
| Participation rate | 65.3% | 70.2%-4.9pp | 74.7%-9.4pp | 69.5%-4.3pp |
| Annual return | 17.58% | 18.29%-0.7pp | 202.56%-185.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,996 | $3,862+81.1% | $4,813+45.4% | $4,194+66.8% |
| Admin fee / account holder | $4,021 | $12,791-68.6% | $16,298-75.3% | $7,856-48.8% |