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 | $58,552 | $45,109+29.8% | $85,240-31.3% | $77,762-24.7% |
| Participation rate | 13.0% | 48.7%-35.6pp | 67.5%-54.5pp | 70.6%-57.6pp |
| Annual return | 11.91% | 79.55%-67.6pp | 66.75%-54.8pp | 31.27%-19.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,296 | $2,814-53.9% | $4,527-71.4% | $4,651-72.1% |
| Admin fee / account holder | $4,445 | $915+385.8% | $6,165-27.9% | $433+926.7% |