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 | $60,013 | $101,795-41.0% | $165,100-63.7% | $80,959-25.9% |
| Participation rate | 30.8% | 71.8%-41.1pp | 78.6%-47.9pp | 67.7%-36.9pp |
| Annual return | 13.37% | 16.73%-3.4pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,176 | $2,954-60.2% | $4,348-73.0% | $2,757-57.4% |
| Participant deferral / active EE | $2,284 | $4,476-49.0% | $6,035-62.2% | $4,300-46.9% |
| Admin fee / account holder | $28,805 | $8,221+250.4% | $12,696+126.9% | $6,925+315.9% |