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 | $41,974 | $104,251-59.7% | $91,004-53.9% | $147,585-71.6% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.6%-31.2pp | 82.8%-38.4pp |
| Annual return | 11.77% | 27.06%-15.3pp | 4.60%+7.2pp | 578.58%-566.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,361 | $4,195-67.6% | $3,548-61.6% | $5,439-75.0% |
| Admin fee / account holder | $5,539 | $8,948-38.1% | $5,417+2.2% | $10,886-49.1% |