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 | $15,577 | $81,262-80.8% | $155,602-90.0% | $80,911-80.7% |
| Participation rate | 22.4% | 66.2%-43.8pp | 78.2%-55.8pp | 67.6%-45.2pp |
| Annual return | 10.91% | 33.34%-22.4pp | 64.81%-53.9pp | 35.63%-24.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $969 | $3,451-71.9% | $5,629-82.8% | $4,297-77.5% |
| Admin fee / account holder | $1,279 | $7,992-84.0% | $15,923-92.0% | $6,935-81.6% |