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 | $161,284 | $97,648+65.2% | $121,663+32.6% | $87,485+84.4% |
| Participation rate | 45.5% | 70.5%-25.0pp | 74.5%-29.0pp | 68.9%-23.5pp |
| Annual return | 15.26% | 18.03%-2.8pp | 147.54%-132.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,782 | $3,923-54.6% | $4,887-63.5% | $4,274-58.3% |
| Admin fee / account holder | $5,883 | $11,100-47.0% | $14,289-58.8% | $7,775-24.3% |