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 | $47,614 | $93,064-48.8% | $74,577-36.2% | $273,972-82.6% |
| Participation rate | 41.7% | 74.9%-33.3pp | 68.1%-26.4pp | 83.0%-41.3pp |
| Annual return | 6.13% | 26.18%-20.1pp | 20.47%-14.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,009 | $4,160-75.7% | $3,458-70.8% | $5,287-80.9% |
| Admin fee / account holder | $2,927 | $5,273-44.5% | $4,138-29.3% | $10,133-71.1% |