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 | $45,338 | $77,638-41.6% | $156,551-71.0% | $62,881-27.9% |
| Participation rate | 34.3% | 71.2%-36.9pp | 84.0%-49.7pp | 69.3%-35.0pp |
| Annual return | 5.90% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,644 | $3,046-46.0% | $4,871-66.2% | $3,203-48.7% |
| Admin fee / account holder | $5,046 | $5,561-9.3% | $13,028-61.3% | $4,296+17.5% |