Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,757 | $41,016-12.8% | $152,093-76.5% | $64,097-44.2% |
| Participation rate | 24.5% | 51.3%-26.9pp | 77.8%-53.3pp | 55.2%-30.7pp |
| Annual return | 14.93% | 39.60%-24.7pp | 66.36%-51.4pp | 34.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $864 | $1,927-55.2% | $5,451-84.2% | $3,080-72.0% |
| Admin fee / account holder | $2,039 | $2,305-11.6% | $14,497-85.9% | $3,454-41.0% |