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 | $61,358 | $45,050+36.2% | $63,018-2.6% | $70,126-12.5% |
| Participation rate | 30.6% | 69.5%-38.9pp | 74.8%-44.2pp | 69.5%-38.9pp |
| Annual return | 36.25% | 18.76%+17.5pp | 87.62%-51.4pp | 73.15%-36.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,143 | $2,466-13.1% | $3,330-35.6% | $3,332-35.7% |
| Admin fee / account holder | $579 | $2,834-79.6% | $3,601-83.9% | $4,645-87.5% |