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 | $23,831 | $97,881-75.7% | $80,004-70.2% | $125,388-81.0% |
| Participation rate | 43.8% | 77.9%-34.1pp | 73.0%-29.3pp | 83.2%-39.4pp |
| Annual return | 2.21% | 9.36%-7.1pp | 7.63%-5.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,132 | $3,744-43.1% | $3,204-33.5% | $5,352-60.2% |
| Admin fee / account holder | $5,274 | $6,278-16.0% | $5,033+4.8% | $9,541-44.7% |