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 | $74,932 | $78,428-4.5% | $95,960-21.9% | $79,852-6.2% |
| Participation rate | 56.7% | 73.5%-16.8pp | 77.1%-20.4pp | 69.6%-13.0pp |
| Annual return | 11.93% | 19.37%-7.4pp | 91.63%-79.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $908 | $1,945-53.3% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,851 | $3,440-17.1% | $4,167-31.6% | $3,740-23.8% |
| Admin fee / account holder | $18,778 | $5,622+234.0% | $6,797+176.3% | $5,306+253.9% |