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 | $83,870 | $53,128+57.9% | $86,582-3.1% | $70,126+19.6% |
| Participation rate | 37.1% | 65.3%-28.2pp | 73.5%-36.4pp | 69.5%-32.4pp |
| Annual return | 16.19% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,859 | $2,695+43.2% | $3,609+6.9% | $3,332+15.8% |
| Admin fee / account holder | $1,304 | $3,584-63.6% | $4,904-73.4% | $4,645-71.9% |