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 | $39,366 | $45,438-13.4% | $80,004-50.8% | $59,633-34.0% |
| Participation rate | 22.1% | 63.7%-41.6pp | 73.0%-50.9pp | 68.7%-46.6pp |
| Annual return | 6.97% | 5.10%+1.9pp | 7.63%-0.7pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,302 | $2,231-41.6% | $3,204-59.3% | $3,192-59.2% |
| Admin fee / account holder | $3,569 | $3,464+3.0% | $5,033-29.1% | $4,297-16.9% |