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 | $34,618 | $45,041-23.1% | $63,003-45.1% | $70,131-50.6% |
| Participation rate | 69.5% | 69.5%0pp | 74.8%-5.3pp | 69.5%0pp |
| Annual return | 14.02% | 18.76%-4.7pp | 87.59%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,522 | $2,465-38.3% | $3,329-54.3% | $3,332-54.3% |
| Admin fee / account holder | $712 | $2,836-74.9% | $3,600-80.2% | $4,645-84.7% |