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 | $98,688 | $88,672+11.3% | $105,223-6.2% | $82,448+19.7% |
| Participation rate | 22.5% | 67.9%-45.4pp | 75.0%-52.5pp | 68.1%-45.6pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,851 | $4,036-54.1% | $5,072-63.5% | $4,139-55.3% |
| Admin fee / account holder | $9,483 | $7,146+32.7% | $8,859+7.0% | $7,234+31.1% |