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 | $63,446 | $62,672+1.2% | $185,117-65.7% | $70,124-9.5% |
| Participation rate | 32.4% | 63.8%-31.4pp | 77.3%-44.9pp | 69.5%-37.1pp |
| Annual return | 36.42% | 40.79%-4.4pp | 40.50%-4.1pp | 73.14%-36.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,282 | $3,272+0.3% | $5,045-35.0% | $3,332-1.5% |
| Admin fee / account holder | $560 | $3,932-85.8% | $8,159-93.1% | $4,645-87.9% |