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 | $49,433 | $54,757-9.7% | $90,304-45.3% | $72,975-32.3% |
| Participation rate | 42.3% | 65.2%-22.9pp | 73.3%-31.0pp | 69.5%-27.2pp |
| Annual return | 20.33% | 30.63%-10.3pp | 78.13%-57.8pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,645 | $2,887+26.3% | $3,885-6.2% | $3,608+1.0% |
| Admin fee / account holder | $453 | $3,973-88.6% | $5,354-91.5% | $5,124-91.2% |