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 | $54,358 | $97,648-44.3% | $121,663-55.3% | $87,485-37.9% |
| Participation rate | 56.3% | 70.5%-14.2pp | 74.5%-18.2pp | 68.9%-12.7pp |
| Annual return | 15.91% | 18.03%-2.1pp | 147.54%-131.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,623 | $3,923-7.6% | $4,887-25.9% | $4,274-15.2% |
| Admin fee / account holder | $19,711 | $11,100+77.6% | $14,289+37.9% | $7,775+153.5% |