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 | $54,130 | $100,970-46.4% | $96,576-44.0% | $137,256-60.6% |
| Participation rate | 47.4% | 82.6%-35.2pp | 81.4%-34.1pp | 80.0%-32.6pp |
| Annual return | 17.02% | 38.16%-21.1pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,845 | $8,286-53.6% | $7,956-51.7% | $6,407-40.0% |
| Admin fee / account holder | $8,396 | $11,312-25.8% | $11,381-26.2% | $12,270-31.6% |