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 | $136,394 | $68,880+98.0% | $120,580+13.1% | $80,959+68.5% |
| Participation rate | 61.5% | 61.7%-0.2pp | 72.0%-10.4pp | 67.7%-6.1pp |
| Annual return | 14.23% | 23.68%-9.4pp | 107.48%-93.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,438 | $3,191+7.7% | $4,995-31.2% | $4,300-20.1% |
| Admin fee / account holder | $1,596 | $5,785-72.4% | $9,418-83.0% | $6,925-76.9% |