Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,582 | $51,222+8.5% | $70,544-21.2% | $75,173-26.1% |
| Participation rate | 27.3% | 61.0%-33.7pp | 68.4%-41.1pp | 67.2%-39.9pp |
| Annual return | 14.63% | 30.06%-15.4pp | 32.79%-18.2pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,425 | $2,850-50.0% | $4,568-68.8% | $4,126-65.5% |
| Admin fee / account holder | $9,493 | $4,096+131.8% | $6,427+47.7% | $5,651+68.0% |