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 | $129,523 | $107,421+20.6% | $182,262-28.9% | $94,015+37.8% |
| Participation rate | 61.5% | 77.8%-16.2pp | 84.2%-22.7pp | 70.8%-9.3pp |
| Annual return | 18.41% | 21.32%-2.9pp | 140.60%-122.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,576 | $6,558+15.5% | $8,276-8.5% | $4,249+78.3% |
| Admin fee / account holder | $534 | $8,692-93.9% | $16,712-96.8% | $8,951-94.0% |