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 | $34,905 | $72,486-51.8% | $87,103-59.9% | $72,976-52.2% |
| Participation rate | 42.7% | 72.8%-30.1pp | 76.9%-34.2pp | 69.5%-26.8pp |
| Annual return | 18.70% | 24.46%-5.8pp | 28.19%-9.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,784 | $3,270-45.4% | $4,049-55.9% | $3,608-50.6% |
| Admin fee / account holder | $4,308 | $5,055-14.8% | $7,491-42.5% | $5,124-15.9% |