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 | $38,554 | $39,132-1.5% | $57,196-32.6% | $62,881-38.7% |
| Participation rate | 34.6% | 70.5%-35.9pp | 75.3%-40.7pp | 69.3%-34.7pp |
| Annual return | 5.73% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,500 | $2,374-36.8% | $3,096-51.6% | $3,203-53.2% |
| Admin fee / account holder | $1,333 | $2,594-48.6% | $3,141-57.6% | $4,296-69.0% |