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 | $29,846 | $52,306-42.9% | $69,779-57.2% | $62,881-52.5% |
| Participation rate | 44.7% | 67.2%-22.5pp | 71.8%-27.1pp | 69.3%-24.6pp |
| Annual return | 6.48% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,342 | $2,395-44.0% | $2,931-54.2% | $3,203-58.1% |
| Admin fee / account holder | $869 | $3,691-76.5% | $4,381-80.2% | $4,296-79.8% |