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 | $71,420 | $81,276-12.1% | $155,574-54.1% | $80,925-11.7% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 12.75% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,450 | $3,453+86.8% | $5,629+14.6% | $4,299+50.0% |
| Admin fee / account holder | $436 | $7,993-94.5% | $15,914-97.3% | $6,940-93.7% |