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 | $108,932 | $123,478-11.8% | $216,567-49.7% | $94,015+15.9% |
| Participation rate | 55.6% | 75.1%-19.6pp | 81.6%-26.1pp | 70.8%-15.3pp |
| Annual return | 13.61% | 23.61%-10.0pp | 12.94%+0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,037 | $4,556-33.3% | $6,191-50.9% | $4,249-28.5% |
| Admin fee / account holder | $4,094 | $12,753-67.9% | $21,981-81.4% | $8,951-54.3% |