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 | $94,478 | $79,449+18.9% | $189,558-50.2% | $85,856+10.0% |
| Participation rate | 57.1% | 66.0%-8.8pp | 78.5%-21.3pp | 69.3%-12.2pp |
| Annual return | 12.38% | 18.45%-6.1pp | 64.19%-51.8pp | 318.58%-306.2pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,557 | $4,051-12.2% | $6,174-42.4% | $3,952-10.0% |
| Admin fee / account holder | $4,006 | $5,377-25.5% | $9,809-59.2% | $6,261-36.0% |