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 | $34,634 | $52,911-34.5% | $73,309-52.8% | $59,633-41.9% |
| Participation rate | 56.3% | 68.2%-12.0pp | 74.9%-18.7pp | 68.7%-12.4pp |
| Annual return | 11.81% | 12.20%-0.4pp | 5.67%+6.1pp | 2041.45%-2029.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,506 | $4,069-38.4% | $4,991-49.8% | $3,192-21.5% |
| Admin fee / account holder | $407 | $3,835-89.4% | $5,635-92.8% | $4,297-90.5% |