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 | $64,372 | $86,891-25.9% | $142,516-54.8% | $75,177-14.4% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.8%-10.1pp | 67.2%-0.5pp |
| Annual return | 17.13% | 23.31%-6.2pp | 20.03%-2.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,849-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,188 | $4,938+45.6% | $6,280+14.5% | $4,126+74.2% |
| Admin fee / account holder | $13,137 | $7,299+80.0% | $10,008+31.3% | $5,651+132.5% |