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 | $37,991 | $105,623-64.0% | $87,502-56.6% | $273,972-86.1% |
| Participation rate | 42.9% | 78.2%-35.3pp | 73.8%-31.0pp | 83.0%-40.2pp |
| Annual return | 4.88% | 12.26%-7.4pp | 12.21%-7.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,123 | $3,601-13.3% | $3,149-0.8% | $5,287-40.9% |
| Admin fee / account holder | $1,070 | $4,781-77.6% | $4,221-74.6% | $10,133-89.4% |