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 | $96,834 | $72,273+34.0% | $101,275-4.4% | $79,856+21.3% |
| Participation rate | 61.1% | 68.5%-7.3pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | 24.35% | 22.30%+2.1pp | 46.48%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,417 | $3,282-26.3% | $4,371-44.7% | $3,741-35.4% |
| Admin fee / account holder | $3,041 | $4,401-30.9% | $5,948-48.9% | $5,306-42.7% |