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 | $32,926 | $65,041-49.4% | $90,965-63.8% | $79,858-58.8% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.0%-13.8pp | 69.6%-14.5pp |
| Annual return | 13.75% | 30.45%-16.7pp | 134.57%-120.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,541 | $2,512-38.6% | $3,373-54.3% | $3,740-58.8% |
| Admin fee / account holder | $941 | $4,536-79.3% | $5,960-84.2% | $5,306-82.3% |