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 | $57,586 | $46,534+23.7% | $64,097-10.2% | $75,177-23.4% |
| Participation rate | 48.1% | 65.9%-17.8pp | 72.3%-24.2pp | 67.2%-19.1pp |
| Annual return | 16.14% | 26.07%-9.9pp | 33.75%-17.6pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,633 | $2,835+28.2% | $3,881-6.4% | $4,126-12.0% |
| Admin fee / account holder | $1,573 | $2,957-46.8% | $3,070-48.8% | $5,651-72.2% |