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 | $57,637 | $83,485-31.0% | $125,180-54.0% | $72,983-21.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 26.03% | 25.78%+0.3pp | 43.79%-17.8pp | 81.01%-55.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,314 | $3,586-7.6% | $4,937-32.9% | $3,608-8.1% |
| Admin fee / account holder | $11,459 | $5,518+107.7% | $9,703+18.1% | $5,124+123.6% |