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 | $16,031 | $84,236-81.0% | $170,435-90.6% | $70,126-77.1% |
| Participation rate | 36.4% | 70.8%-34.5pp | 83.6%-47.2pp | 69.5%-33.2pp |
| Annual return | 20.79% | 23.06%-2.3pp | 205.94%-185.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,328 | $3,086-57.0% | $4,939-73.1% | $3,332-60.2% |
| Admin fee / account holder | $1,395 | $5,698-75.5% | $13,881-90.0% | $4,645-70.0% |