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 | $196,715 | $86,919+126.3% | $102,457+92.0% | $80,911+143.1% |
| Participation rate | 39.6% | 72.4%-32.8pp | 76.5%-36.9pp | 67.6%-28.0pp |
| Annual return | 19.77% | 18.90%+0.9pp | 29.41%-9.6pp | 35.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,113 | $4,119-24.4% | $5,054-38.4% | $4,297-27.6% |
| Admin fee / account holder | $2,617 | $8,049-67.5% | $9,451-72.3% | $6,935-62.3% |