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 | $100,130 | $87,106+15.0% | $105,607-5.2% | $80,935+23.7% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.7%-6.1pp |
| Annual return | 16.12% | 17.01%-0.9pp | 116.11%-100.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,770 | $3,986-55.6% | $5,011-64.7% | $4,299-58.8% |
| Admin fee / account holder | $2,198 | $8,447-74.0% | $10,958-79.9% | $6,924-68.3% |