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 | $86,310 | $115,225-25.1% | $100,712-14.3% | $138,895-37.9% |
| Participation rate | 27.3% | 74.3%-47.1pp | 69.3%-42.0pp | 79.9%-52.6pp |
| Annual return | 13.16% | 40.35%-27.2pp | 33.27%-20.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,218 | $4,699-74.1% | $4,085-70.2% | $6,396-81.0% |
| Admin fee / account holder | $13,989 | $10,844+29.0% | $9,256+51.1% | $12,562+11.4% |