Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,030 | $87,225-61.0% | $158,226-78.5% | $94,015-63.8% |
| Participation rate | 20.0% | 67.9%-47.9pp | 74.8%-54.8pp | 70.8%-50.8pp |
| Annual return | 20.98% | 16.34%+4.6pp | 501.41%-480.4pp | 17.84%+3.1pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,693 | $3,405-50.3% | $4,317-60.8% | $4,249-60.2% |
| Admin fee / account holder | $684 | $7,888-91.3% | $10,217-93.3% | $8,951-92.4% |