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 | $107,147 | $48,078+122.9% | $78,676+36.2% | $62,881+70.4% |
| Participation rate | 52.3% | 65.2%-12.9pp | 73.6%-21.3pp | 69.3%-17.0pp |
| Annual return | 6.99% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,079 | $2,587+96.3% | $3,517+44.4% | $3,203+58.6% |
| Admin fee / account holder | $1,916 | $3,206-40.2% | $4,510-57.5% | $4,296-55.4% |