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 | $15,588 | $75,541-79.4% | $152,093-89.8% | $82,637-81.1% |
| Participation rate | 43.6% | 66.5%-22.9pp | 77.8%-34.1pp | 68.1%-24.4pp |
| Annual return | 15.14% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,092 | $3,206-65.9% | $5,451-80.0% | $4,126-73.5% |
| Admin fee / account holder | $1,364 | $6,405-78.7% | $14,497-90.6% | $7,339-81.4% |