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 | $176,036 | $156,616+12.4% | $133,346+32.0% | $198,609-11.4% |
| Participation rate | 12.5% | 77.7%-65.2pp | 72.8%-60.3pp | 82.4%-69.9pp |
| Annual return | 2.79% | 44.25%-41.5pp | 36.85%-34.1pp | 202.70%-199.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $843 | $17,468-95.2% | $14,264-94.1% | $19,030-95.6% |