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 | $58,218 | $71,215-18.3% | $93,696-37.9% | $80,935-28.1% |
| Participation rate | 41.5% | 60.4%-18.9pp | 68.7%-27.2pp | 67.7%-26.2pp |
| Annual return | 10.27% | 11.27%-1.0pp | 133.74%-123.5pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,300 | $4,037-43.0% | $4,417-47.9% | $4,299-46.5% |
| Admin fee / account holder | $15,142 | $6,958+117.6% | $8,287+82.7% | $6,924+118.7% |