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 | $60,216 | $41,377+45.5% | $109,313-44.9% | $62,881-4.2% |
| Participation rate | 38.0% | 57.5%-19.5pp | 71.3%-33.3pp | 69.3%-31.3pp |
| Annual return | 5.28% | 11.05%-5.8pp | 22.07%-16.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,066 | $2,045-47.9% | $3,166-66.3% | $3,203-66.7% |
| Admin fee / account holder | $9,711 | $2,884+236.7% | $5,666+71.4% | $4,296+126.1% |