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 | $150,662 | $108,825+38.4% | $156,181-3.5% | $82,448+82.7% |
| Participation rate | 65.7% | 72.4%-6.7pp | 78.8%-13.1pp | 68.1%-2.4pp |
| Annual return | 15.27% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,465 | $4,577+19.4% | $6,132-10.9% | $4,139+32.0% |
| Admin fee / account holder | $3,941 | $9,341-57.8% | $14,586-73.0% | $7,234-45.5% |