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 | $75,998 | $86,949-12.6% | $102,460-25.8% | $80,959-6.1% |
| Participation rate | 43.7% | 72.4%-28.7pp | 76.5%-32.8pp | 67.7%-24.0pp |
| Annual return | 16.96% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,291 | $4,121-44.4% | $5,056-54.7% | $4,300-46.7% |
| Admin fee / account holder | $833 | $8,048-89.6% | $9,460-91.2% | $6,925-88.0% |