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 | $194,397 | $123,793+57.0% | $177,848+9.3% | $79,856+143.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.7%-37.7pp | 69.6%-19.6pp |
| Annual return | 20.71% | 22.82%-2.1pp | 48.33%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,156 | $5,956+36.9% | $7,714+5.7% | $3,741+118.0% |
| Admin fee / account holder | $6,651 | $7,243-8.2% | $12,431-46.5% | $5,306+25.3% |