Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,806 | $118,488-35.2% | $98,462-22.0% | $139,487-44.9% |
| Participation rate | 56.3% | 77.5%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 12.43% | 18.96%-6.5pp | 21.17%-8.7pp | 373.84%-361.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,459 | $5,393-73.0% | $4,738-69.2% | $6,713-78.3% |
| Admin fee / account holder | $11,512 | $13,868-17.0% | $8,875+29.7% | $11,407+0.9% |