Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $54,173 | $49,255+10.0% | $70,494-23.2% | $79,856-32.2% |
| Participation rate | 32.9% | 69.2%-36.3pp | 75.1%-42.2pp | 69.6%-36.8pp |
| Annual return | 15.85% | 30.10%-14.3pp | 109.16%-93.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,005 | $2,768+8.6% | $3,711-19.0% | $3,741-19.7% |
| Admin fee / account holder | $687 | $2,879-76.2% | $3,848-82.2% | $5,306-87.1% |