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 | $55,666 | $90,509-38.5% | $78,693-29.3% | $273,968-79.7% |
| Participation rate | 35.0% | 76.5%-41.5pp | 73.6%-38.6pp | 83.0%-48.0pp |
| Annual return | 5.53% | 75.61%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,060 | $3,901-72.8% | $3,517-69.9% | $5,287-79.9% |
| Admin fee / account holder | $52,906 | $5,264+905.1% | $4,511+1072.9% | $10,132+422.1% |