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 | $29,850 | $116,203-74.3% | $93,621-68.1% | $152,897-80.5% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.8%-32.1pp | 82.5%-38.7pp |
| Annual return | 16.88% | 35.96%-19.1pp | 32.76%-15.9pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,789 | $4,605-61.1% | $4,070-56.0% | $5,851-69.4% |
| Admin fee / account holder | $13,212 | $10,751+22.9% | $7,890+67.5% | $11,599+13.9% |