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 | $18,908 | $107,809-82.5% | $90,657-79.1% | $135,380-86.0% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.0%-10.4pp | 82.6%-19.0pp |
| Annual return | 14.12% | -0.90%+15.0pp | 1.89%+12.2pp | 519.81%-505.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,604 | $3,872-58.6% | $3,424-53.2% | $5,609-71.4% |
| Admin fee / account holder | $3,861 | $5,931-34.9% | $4,994-22.7% | $10,828-64.3% |