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 | $41,014 | $46,534-11.9% | $64,097-36.0% | $75,177-45.4% |
| Participation rate | 68.4% | 65.9%+2.5pp | 72.3%-3.9pp | 67.2%+1.2pp |
| Annual return | 13.04% | 26.07%-13.0pp | 33.75%-20.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,991 | $2,835-29.8% | $3,881-48.7% | $4,126-51.8% |
| Admin fee / account holder | $4,553 | $2,957+54.0% | $3,070+48.3% | $5,651-19.4% |