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 | $71,901 | $76,371-5.9% | $93,621-23.2% | $72,975-1.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 19.06% | 25.82%-6.8pp | 32.76%-13.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,827 | $3,538-48.4% | $4,070-55.1% | $3,608-49.3% |
| Admin fee / account holder | $2,755 | $6,839-59.7% | $7,890-65.1% | $5,124-46.2% |