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 | $35,263 | $63,949-44.9% | $129,031-72.7% | $94,015-62.5% |
| Participation rate | 35.8% | 63.4%-27.6pp | 73.4%-37.6pp | 70.8%-35.0pp |
| Annual return | 17.04% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,204 | $3,686-40.2% | $5,217-57.7% | $4,249-48.1% |
| Admin fee / account holder | $3,791 | $5,523-31.4% | $13,208-71.3% | $8,951-57.6% |