Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,986 | $76,407-75.2% | $150,298-87.4% | $82,448-77.0% |
| Participation rate | 35.0% | 66.4%-31.4pp | 77.8%-42.8pp | 68.1%-33.1pp |
| Annual return | 19.67% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,442 | $3,214-55.1% | $5,453-73.5% | $4,139-65.2% |
| Admin fee / account holder | $1,213 | $6,352-80.9% | $14,116-91.4% | $7,234-83.2% |