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 | $29,196 | $56,544-48.4% | $75,501-61.3% | $70,126-58.4% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.4%-22.4pp | 69.5%-19.5pp |
| Annual return | 18.36% | 23.59%-5.2pp | 27.35%-9.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,251 | $2,580-51.5% | $3,142-60.2% | $3,332-62.5% |
| Admin fee / account holder | $502 | $3,827-86.9% | $5,801-91.3% | $4,645-89.2% |