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 | $21,763 | $87,166-75.0% | $76,735-71.6% | $137,256-84.1% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.5%-21.7pp | 80.0%-32.1pp |
| Annual return | 13.11% | 26.50%-13.4pp | 29.77%-16.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,508 | $4,726-68.1% | $4,088-63.1% | $6,407-76.5% |
| Admin fee / account holder | $353 | $8,403-95.8% | $7,189-95.1% | $12,270-97.1% |