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 | $60,858 | $124,425-51.1% | $112,040-45.7% | $137,256-55.7% |
| Participation rate | 34.8% | 79.3%-44.5pp | 76.5%-41.7pp | 80.0%-45.2pp |
| Annual return | 15.69% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,683 | $5,718-53.1% | $5,098-47.4% | $6,407-58.1% |
| Admin fee / account holder | $3,573 | $15,207-76.5% | $12,098-70.5% | $12,270-70.9% |