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 | $72,756 | $78,636-7.5% | $105,607-31.1% | $74,459-2.3% |
| Participation rate | 49.1% | 72.8%-23.7pp | 75.3%-26.2pp | 67.2%-18.1pp |
| Annual return | 15.00% | 15.96%-1.0pp | 116.11%-101.1pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,104 | $2,523-56.2% | $3,167-65.1% | $2,626-58.0% |
| Participant deferral / active EE | $2,677 | $4,322-38.1% | $5,011-46.6% | $4,350-38.5% |
| Admin fee / account holder | $4,131 | $2,220+86.1% | $10,958-62.3% | $1,945+112.4% |