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 | $83,549 | $102,245-18.3% | $89,340-6.5% | $137,256-39.1% |
| Participation rate | 22.2% | 74.9%-52.7pp | 69.6%-47.3pp | 80.0%-57.7pp |
| Annual return | 16.45% | 21.89%-5.4pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,287 | $4,436-71.0% | $3,823-66.3% | $6,407-79.9% |
| Admin fee / account holder | $6,516 | $8,085-19.4% | $6,704-2.8% | $12,270-46.9% |