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 | $16,935 | $49,025-65.5% | $87,502-80.6% | $62,881-73.1% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 6.06% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $930 | $2,289-59.4% | $3,149-70.5% | $3,203-71.0% |
| Admin fee / account holder | $10,190 | $4,065+150.7% | $4,221+141.4% | $4,296+137.2% |