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 | $80,224 | $46,877+71.1% | $122,342-34.4% | $70,131+14.4% |
| Participation rate | 68.2% | 58.2%+10.0pp | 71.6%-3.5pp | 69.5%-1.4pp |
| Annual return | 13.36% | 24.22%-10.9pp | 30.28%-16.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,792 | $2,167+75.0% | $3,287+15.4% | $3,332+13.8% |
| Admin fee / account holder | $17,430 | $3,324+424.4% | $5,478+218.2% | $4,645+275.2% |