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 | $71,735 | $162,136-55.8% | $152,301-52.9% | $154,746-53.6% |
| Participation rate | 27.8% | 84.1%-56.3pp | 82.4%-54.7pp | 80.7%-52.9pp |
| Annual return | 11.75% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,195 | $8,341-61.7% | $8,004-60.1% | $6,730-52.5% |
| Admin fee / account holder | $923 | $15,759-94.1% | $14,398-93.6% | $14,365-93.6% |