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 | $78,309 | $106,749-26.6% | $145,433-46.2% | $82,448-5.0% |
| Participation rate | 69.8% | 75.6%-5.9pp | 82.1%-12.4pp | 68.1%+1.7pp |
| Annual return | 17.61% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,516 | $6,5190% | $7,897-17.5% | $4,139+57.4% |
| Admin fee / account holder | $1,170 | $8,390-86.0% | $13,129-91.1% | $7,234-83.8% |