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 | $59,816 | $71,230-16.0% | $93,727-36.2% | $80,959-26.1% |
| Participation rate | 34.7% | 60.4%-25.7pp | 68.7%-34.0pp | 67.7%-33.0pp |
| Annual return | 14.07% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,765 | $4,037-56.3% | $4,417-60.0% | $4,300-58.9% |
| Admin fee / account holder | $9,994 | $6,961+43.6% | $8,292+20.5% | $6,925+44.3% |