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 | $15,679 | $77,638-79.8% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 18.9% | 71.2%-52.3pp | 84.0%-65.1pp | 69.3%-50.4pp |
| Annual return | 15.62% | 50.33%-34.7pp | 32.23%-16.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,447 | $3,046-52.5% | $4,871-70.3% | $3,203-54.8% |
| Admin fee / account holder | $794 | $5,561-85.7% | $13,028-93.9% | $4,296-81.5% |