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 | $66,102 | $65,367+1.1% | $92,915-28.9% | $72,976-9.4% |
| Participation rate | 53.2% | 68.3%-15.1pp | 76.0%-22.8pp | 69.5%-16.3pp |
| Annual return | 18.95% | 42.11%-23.2pp | 109.45%-90.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,505 | $3,128-51.9% | $4,238-64.5% | $3,608-58.3% |
| Admin fee / account holder | $7,737 | $4,251+82.0% | $5,796+33.5% | $5,124+51.0% |