Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,798 | $46,464-50.9% | $150,298-84.8% | $79,634-71.4% |
| Participation rate | 17.2% | 57.0%-39.8pp | 77.8%-60.6pp | 62.5%-45.3pp |
| Annual return | 16.30% | 27.89%-11.6pp | 62.79%-46.5pp | 36.46%-20.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $774 | $2,157-64.1% | $5,453-85.8% | $3,835-79.8% |
| Admin fee / account holder | $2,881 | $891+223.4% | $14,116-79.6% | $1,002+187.5% |