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 | $67,923 | $69,590-2.4% | $136,867-50.4% | $94,015-27.8% |
| Participation rate | 21.9% | 66.3%-44.4pp | 74.5%-52.7pp | 70.8%-48.9pp |
| Annual return | 11.71% | 19.62%-7.9pp | 42.97%-31.3pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,108 | $3,437-67.8% | $4,924-77.5% | $4,249-73.9% |
| Admin fee / account holder | $3,285 | $8,912-63.1% | $10,340-68.2% | $8,951-63.3% |