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 | $68,788 | $136,860-49.7% | $120,344-42.8% | $154,746-55.5% |
| Participation rate | 64.3% | 79.9%-15.6pp | 76.7%-12.4pp | 80.7%-16.4pp |
| Annual return | 31.71% | 21.38%+10.3pp | 20.30%+11.4pp | 172.34%-140.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,113 | $5,793-11.8% | $5,135-0.4% | $6,730-24.0% |
| Admin fee / account holder | $19,454 | $15,393+26.4% | $12,742+52.7% | $14,365+35.4% |