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 | $120,940 | $102,828+17.6% | $105,387+14.8% | $152,897-20.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 17.70% | 20.85%-3.2pp | 26.82%-9.1pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,801 | $5,465-30.5% | $5,502-30.9% | $5,851-35.0% |
| Admin fee / account holder | $715 | $8,683-91.8% | $6,559-89.1% | $11,599-93.8% |