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 | $23,154 | $49,138-52.9% | $84,023-72.4% | $65,186-64.5% |
| Participation rate | 49.0% | 60.7%-11.7pp | 69.0%-20.0pp | 70.2%-21.2pp |
| Annual return | 18.28% | 23.00%-4.7pp | 71.32%-53.0pp | 29.39%-11.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,054 | $2,397-14.3% | $3,239-36.6% | $3,514-41.5% |
| Admin fee / account holder | $1,587 | $543+192.0% | $6,102-74.0% | $847+87.3% |