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 | $75,165 | $81,504-7.8% | $102,437-26.6% | $80,959-7.2% |
| Participation rate | 41.8% | 66.9%-25.1pp | 74.5%-32.7pp | 67.7%-25.9pp |
| Annual return | 15.75% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,506 | $3,104-19.3% | $3,871-35.3% | $2,757-9.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,872 | $6,719+121.3% | $8,388+77.3% | $6,925+114.8% |