Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,273 | $57,119+5.5% | $85,187-29.2% | $80,935-25.5% |
| Participation rate | 31.9% | 56.4%-24.5pp | 67.5%-35.6pp | 67.7%-35.8pp |
| Annual return | 20.97% | 21.70%-0.7pp | 66.67%-45.7pp | 35.66%-14.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,899 | $3,115+25.2% | $4,525-13.8% | $4,299-9.3% |
| Admin fee / account holder | $1,219 | $4,990-75.6% | $6,162-80.2% | $6,924-82.4% |