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 | $53,782 | $108,825-50.6% | $156,181-65.6% | $82,448-34.8% |
| Participation rate | 20.5% | 72.4%-51.9pp | 78.8%-58.4pp | 68.1%-47.6pp |
| Annual return | 16.76% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,473 | $4,577-46.0% | $6,132-59.7% | $4,139-40.3% |
| Admin fee / account holder | $12,664 | $9,341+35.6% | $14,586-13.2% | $7,234+75.1% |