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 | $78,777 | $67,411+16.9% | $91,004-13.4% | $70,131+12.3% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 20.22% | -40.16%+60.4pp | 4.60%+15.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,166 | $2,823-23.3% | $3,548-38.9% | $3,332-35.0% |
| Admin fee / account holder | $497 | $4,236-88.3% | $5,417-90.8% | $4,645-89.3% |