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 | $94,556 | $45,041+109.9% | $63,003+50.1% | $70,131+34.8% |
| Participation rate | 35.7% | 69.5%-33.8pp | 74.8%-39.1pp | 69.5%-33.8pp |
| Annual return | 16.72% | 18.76%-2.0pp | 87.59%-70.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,816 | $2,465-26.3% | $3,329-45.4% | $3,332-45.5% |
| Admin fee / account holder | $5,072 | $2,836+78.9% | $3,600+40.9% | $4,645+9.2% |