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 | $68,998 | $58,493+18.0% | $84,021-17.9% | $72,975-5.5% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 69.5%-16.0pp |
| Annual return | 17.39% | 28.93%-11.5pp | 71.32%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,001 | $2,394-16.4% | $3,239-38.2% | $3,608-44.5% |
| Admin fee / account holder | $8,296 | $4,569+81.6% | $6,102+36.0% | $5,124+61.9% |