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 | $29,026 | $77,638-62.6% | $156,551-81.5% | $62,881-53.8% |
| Participation rate | 55.3% | 71.2%-15.9pp | 84.0%-28.8pp | 69.3%-14.0pp |
| Annual return | 5.24% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,480 | $3,046-51.4% | $4,871-69.6% | $3,203-53.8% |
| Admin fee / account holder | $3,748 | $5,561-32.6% | $13,028-71.2% | $4,296-12.7% |