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 | $74,911 | $181,896-58.8% | $156,551-52.1% | $273,972-72.7% |
| Participation rate | 43.8% | 88.4%-44.6pp | 84.0%-40.3pp | 83.0%-39.3pp |
| Annual return | 8.92% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,003 | $5,550-63.9% | $4,871-58.9% | $5,287-62.1% |
| Admin fee / account holder | $2,651 | $15,560-83.0% | $13,028-79.7% | $10,133-73.8% |