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 | $68,821 | $39,132+75.9% | $57,196+20.3% | $62,881+9.4% |
| Participation rate | 45.1% | 70.5%-25.4pp | 75.3%-30.2pp | 69.3%-24.2pp |
| Annual return | 4.87% | 9.24%-4.4pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,584 | $2,374+51.0% | $3,096+15.8% | $3,203+11.9% |
| Admin fee / account holder | $8,044 | $2,594+210.1% | $3,141+156.1% | $4,296+87.3% |