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 | $11,847 | $57,073-79.2% | $85,126-86.1% | $80,925-85.4% |
| Participation rate | 40.4% | 56.4%-15.9pp | 67.5%-27.1pp | 67.7%-27.2pp |
| Annual return | 12.57% | 21.69%-9.1pp | 66.63%-54.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $935 | $3,113-70.0% | $4,523-79.3% | $4,299-78.2% |
| Admin fee / account holder | $1,066 | $4,988-78.6% | $6,160-82.7% | $6,940-84.6% |