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 | $92,844 | $76,407+21.5% | $150,298-38.2% | $82,448+12.6% |
| Participation rate | 17.0% | 66.4%-49.4pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 28.69% | 39.99%-11.3pp | 62.79%-34.1pp | 41.64%-12.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,042 | $3,214-36.5% | $5,453-62.5% | $4,139-50.7% |
| Admin fee / account holder | $1,476 | $6,352-76.8% | $14,116-89.5% | $7,234-79.6% |