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 | $172,521 | $80,985+113.0% | $96,576+78.6% | $75,181+129.5% |
| Participation rate | 45.8% | 71.8%-25.9pp | 76.0%-30.1pp | 67.2%-21.4pp |
| Annual return | 27.56% | 27.05%+0.5pp | 25.87%+1.7pp | 160.69%-133.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,828 | $3,929-28.0% | $4,851-41.7% | $4,126-31.5% |
| Admin fee / account holder | $26,443 | $6,719+293.6% | $8,253+220.4% | $5,650+368.0% |