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 | $75,807 | $99,875-24.1% | $146,866-48.4% | $86,983-12.8% |
| Participation rate | 57.4% | 75.8%-18.5pp | 82.5%-25.2pp | 69.5%-12.2pp |
| Annual return | 14.26% | 28.10%-13.8pp | 102.85%-88.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,563 | $6,322-43.6% | $7,759-54.1% | $4,194-15.0% |
| Admin fee / account holder | $10,079 | $7,838+28.6% | $13,620-26.0% | $7,856+28.3% |