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 | $48,732 | $41,377+17.8% | $109,313-55.4% | $62,881-22.5% |
| Participation rate | 69.0% | 57.5%+11.5pp | 71.3%-2.2pp | 69.3%-0.3pp |
| Annual return | 5.52% | 11.05%-5.5pp | 22.07%-16.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,932 | $2,045+43.4% | $3,166-7.4% | $3,203-8.5% |
| Admin fee / account holder | $843 | $2,884-70.8% | $5,666-85.1% | $4,296-80.4% |