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 | $40,294 | $58,828-31.5% | $78,002-48.3% | $62,881-35.9% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 8.98% | 17.16%-8.2pp | 425.99%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,297 | $2,686-14.5% | $3,497-34.3% | $3,203-28.3% |
| Admin fee / account holder | $13,650 | $4,393+210.7% | $5,481+149.1% | $4,296+217.8% |