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 | $20,806 | $65,364-68.2% | $92,909-77.6% | $72,975-71.5% |
| Participation rate | 35.4% | 68.3%-32.9pp | 76.0%-40.6pp | 69.5%-34.1pp |
| Annual return | 16.44% | 42.11%-25.7pp | 109.44%-93.0pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,670 | $3,128-46.6% | $4,238-60.6% | $3,608-53.7% |
| Admin fee / account holder | $1,147 | $4,251-73.0% | $5,795-80.2% | $5,124-77.6% |