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 | $30,147 | $77,638-61.2% | $156,551-80.7% | $62,881-52.1% |
| Participation rate | 63.0% | 71.2%-8.2pp | 84.0%-21.1pp | 69.3%-6.3pp |
| Annual return | 6.62% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,403 | $3,046+77.4% | $4,871+10.9% | $3,203+68.7% |
| Admin fee / account holder | $2,680 | $5,561-51.8% | $13,028-79.4% | $4,296-37.6% |