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 | $42,217 | $49,025-13.9% | $87,502-51.8% | $62,881-32.9% |
| Participation rate | 49.4% | 64.9%-15.5pp | 73.8%-24.4pp | 69.3%-19.9pp |
| Annual return | 6.49% | 10.02%-3.5pp | 12.21%-5.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,567 | $2,289-31.6% | $3,149-50.2% | $3,203-51.1% |
| Admin fee / account holder | $379 | $4,065-90.7% | $4,221-91.0% | $4,296-91.2% |