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 | $109,726 | $92,219+19.0% | $76,768+42.9% | $135,379-18.9% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | 5.21% | 5.46%-0.2pp | 2.43%+2.8pp | 519.79%-514.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,273 | $4,508-5.2% | $3,852+10.9% | $5,609-23.8% |
| Admin fee / account holder | $22,081 | $10,749+105.4% | $6,675+230.8% | $10,828+103.9% |