Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,177 | $81,446-32.3% | $103,374-46.6% | $80,874-31.8% |
| Participation rate | 52.5% | 66.9%-14.4pp | 74.5%-22.0pp | 67.6%-15.1pp |
| Annual return | 14.83% | 25.57%-10.7pp | 24.89%-10.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,878 | $3,870-51.5% | $5,058-62.9% | $4,297-56.3% |
| Admin fee / account holder | $1,398 | $6,715-79.2% | $8,394-83.3% | $6,935-79.8% |