Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $97,174 | $39,132+148.3% | $57,196+69.9% | $62,881+54.5% |
| Participation rate | 25.3% | 70.5%-45.2pp | 75.3%-50.0pp | 69.3%-44.0pp |
| Annual return | 5.71% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,106 | $2,374-53.4% | $3,096-64.3% | $3,203-65.5% |
| Admin fee / account holder | $11,785 | $2,594+354.3% | $3,141+275.2% | $4,296+174.3% |