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 | $78,176 | $79,894-2.2% | $135,792-42.4% | $82,637-5.4% |
| Participation rate | 65.9% | 63.0%+2.9pp | 72.6%-6.7pp | 68.1%-2.2pp |
| Annual return | 15.19% | 17.20%-2.0pp | 25.96%-10.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,058 | $3,194+58.4% | $4,759+6.3% | $4,126+22.6% |
| Admin fee / account holder | $22,471 | $6,434+249.2% | $12,266+83.2% | $7,339+206.2% |