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 | $60,174 | $84,236-28.6% | $170,435-64.7% | $70,126-14.2% |
| Participation rate | 52.6% | 70.8%-18.2pp | 83.6%-31.0pp | 69.5%-16.9pp |
| Annual return | 42.30% | 23.06%+19.2pp | 205.94%-163.6pp | 73.15%-30.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,221 | $3,086+36.8% | $4,939-14.5% | $3,332+26.7% |
| Admin fee / account holder | $6,597 | $5,698+15.8% | $13,881-52.5% | $4,645+42.0% |