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 | $125,585 | $61,605+103.9% | $112,273+11.9% | $75,173+67.1% |
| Participation rate | 24.2% | 61.7%-37.5pp | 72.4%-48.2pp | 67.2%-43.0pp |
| Annual return | 17.68% | 28.47%-10.8pp | 30.23%-12.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,538 | $3,108-50.5% | $4,800-68.0% | $4,126-62.7% |
| Admin fee / account holder | $42,936 | $4,862+783.0% | $7,752+453.9% | $5,651+659.9% |