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 | $69,611 | $97,550-28.6% | $120,344-42.2% | $87,485-20.4% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.7%-17.9pp | 68.9%-10.1pp |
| Annual return | 11.83% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,037 | $4,230-51.8% | $5,135-60.3% | $4,274-52.3% |
| Admin fee / account holder | $35,817 | $9,543+275.3% | $12,742+181.1% | $7,775+360.7% |