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 | $58,657 | $81,331-27.9% | $155,534-62.3% | $80,935-27.5% |
| Participation rate | 41.7% | 66.3%-24.6pp | 78.2%-36.6pp | 67.7%-26.0pp |
| Annual return | 17.37% | 33.37%-16.0pp | 64.92%-47.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,249 | $3,454-63.8% | $5,630-77.8% | $4,299-70.9% |
| Admin fee / account holder | $2,162 | $7,999-73.0% | $15,900-86.4% | $6,924-68.8% |