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 | $110,314 | $60,349+82.8% | $74,184+48.7% | $62,881+75.4% |
| Participation rate | 43.2% | 72.7%-29.5pp | 76.6%-33.4pp | 69.3%-26.1pp |
| Annual return | 6.85% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,680 | $2,856-6.2% | $3,550-24.5% | $3,203-16.3% |
| Admin fee / account holder | $2,886 | $4,261-32.3% | $5,586-48.3% | $4,296-32.8% |