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 | $61,761 | $146,267-57.8% | $197,124-68.7% | $82,448-25.1% |
| Participation rate | 60.9% | 84.0%-23.1pp | 86.7%-25.8pp | 68.1%-7.2pp |
| Annual return | 14.61% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,417 | $7,035-51.4% | $9,135-62.6% | $4,139-17.4% |
| Admin fee / account holder | $6,017 | $14,422-58.3% | $16,298-63.1% | $7,234-16.8% |