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 | $75,636 | $81,504-7.2% | $102,437-26.2% | $80,959-6.6% |
| Participation rate | 35.1% | 66.9%-31.7pp | 74.5%-39.4pp | 67.7%-32.5pp |
| Annual return | 12.82% | 25.60%-12.8pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,315 | $3,871+11.5% | $5,060-14.7% | $4,300+0.4% |
| Admin fee / account holder | $23,798 | $6,719+254.2% | $8,388+183.7% | $6,925+243.6% |