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 | $71,208-16.0% | $93,681-36.1% | $80,911-26.1% |
| Participation rate | 34.7% | 60.4%-25.7pp | 68.7%-34.0pp | 67.6%-33.0pp |
| Annual return | 14.07% | 11.27%+2.8pp | 133.47%-119.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,765 | $4,035-56.2% | $4,415-60.0% | $4,297-58.9% |
| Admin fee / account holder | $9,994 | $6,951+43.8% | $8,290+20.6% | $6,935+44.1% |