Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,203 | $74,535-42.0% | $100,712-57.1% | $82,637-47.7% |
| Participation rate | 29.6% | 61.2%-31.5pp | 69.3%-39.6pp | 68.1%-38.4pp |
| Annual return | 13.44% | 18.92%-5.5pp | 33.27%-19.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,262 | $3,074-59.0% | $4,085-69.1% | $4,126-69.4% |
| Admin fee / account holder | $12,883 | $6,576+95.9% | $9,256+39.2% | $7,339+75.6% |