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 | $29,873 | $61,356-51.3% | $149,696-80.0% | $71,511-58.2% |
| Participation rate | 38.4% | 62.5%-24.1pp | 78.8%-40.4pp | 67.9%-29.5pp |
| Annual return | 18.89% | 35.86%-17.0pp | 134.46%-115.6pp | 28.86%-10.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,045 | $2,920-30.0% | $5,682-64.0% | $4,291-52.3% |
| Admin fee / account holder | $876 | $1,263-30.7% | $13,212-93.4% | $1,588-44.9% |