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 | $138,340 | $106,524+29.9% | $152,301-9.2% | $87,485+58.1% |
| Participation rate | 39.2% | 75.8%-36.5pp | 82.4%-43.2pp | 68.9%-29.7pp |
| Annual return | 15.62% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,995 | $6,525+22.5% | $8,004-0.1% | $4,274+87.1% |
| Admin fee / account holder | $13,882 | $8,287+67.5% | $14,398-3.6% | $7,775+78.6% |