Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,966 | $88,672-16.6% | $105,223-29.7% | $82,448-10.3% |
| Participation rate | 23.1% | 67.9%-44.8pp | 75.0%-52.0pp | 68.1%-45.0pp |
| Annual return | 16.42% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,103 | $3,048-63.8% | $3,689-70.1% | $2,551-56.8% |
| Participant deferral / active EE | $2,664 | $4,036-34.0% | $5,072-47.5% | $4,139-35.6% |
| Admin fee / account holder | $7,067 | $7,146-1.1% | $8,859-20.2% | $7,234-2.3% |