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 | $50,453 | $45,872+10.0% | $77,100-34.6% | $68,490-26.3% |
| Participation rate | 36.7% | 55.9%-19.2pp | 67.9%-31.2pp | 67.9%-31.2pp |
| Annual return | 18.03% | 1.73%+16.3pp | 42.35%-24.3pp | -7.85%+25.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,931 | $2,963+66.4% | $4,430+11.3% | $4,028+22.4% |
| Admin fee / account holder | $2,619 | $3,041-13.9% | $5,443-51.9% | $5,403-51.5% |