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 | $29,865 | $105,856-71.8% | $90,161-66.9% | $147,586-79.8% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 17.96% | 37.63%-19.7pp | 34.89%-16.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,556 | $5,733-38.0% | $5,287-32.8% | $5,439-34.6% |
| Admin fee / account holder | $1,169 | $8,046-85.5% | $5,943-80.3% | $10,886-89.3% |