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 | $55,505 | $90,486-38.7% | $78,676-29.5% | $273,972-79.7% |
| Participation rate | 52.2% | 76.5%-24.3pp | 73.6%-21.4pp | 83.0%-30.8pp |
| Annual return | 5.91% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,469 | $3,901-62.3% | $3,517-58.2% | $5,287-72.2% |
| Admin fee / account holder | $2,342 | $5,263-55.5% | $4,510-48.1% | $10,133-76.9% |