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 | $47,526 | $54,541-12.9% | $78,778-39.7% | $70,124-32.2% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.2%-38.2pp | 69.5%-38.5pp |
| Annual return | 18.43% | 21.07%-2.6pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,204 | $2,210-45.5% | $2,958-59.3% | $3,332-63.9% |
| Admin fee / account holder | $451 | $3,709-87.8% | $5,134-91.2% | $4,645-90.3% |