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 | $127,050 | $101,778+24.8% | $164,975-23.0% | $80,925+57.0% |
| Participation rate | 61.8% | 71.8%-10.1pp | 78.6%-16.9pp | 67.7%-5.9pp |
| Annual return | 11.25% | 16.73%-5.5pp | 70.12%-58.9pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,560 | $4,477+46.5% | $6,033+8.7% | $4,299+52.6% |
| Admin fee / account holder | $27,413 | $8,221+233.4% | $12,688+116.1% | $6,940+295.0% |