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 | $41,589 | $56,894-26.9% | $84,753-50.9% | $62,881-33.9% |
| Participation rate | 46.4% | 68.5%-22.1pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | 5.04% | 6.30%-1.3pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,392 | $2,709-11.7% | $3,712-35.6% | $3,203-25.3% |
| Admin fee / account holder | $716 | $3,581-80.0% | $5,333-86.6% | $4,296-83.3% |