Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,016 | $58,600-43.7% | $83,327-60.4% | $64,173-48.6% |
| Participation rate | 56.3% | 72.0%-15.8pp | 77.8%-21.5pp | 69.6%-13.3pp |
| Annual return | 14.82% | 9.66%+5.2pp | 10.64%+4.2pp | 7.63%+7.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,320 | $4,656+100.2% | $5,565+67.5% | $3,470+168.6% |
| Admin fee / account holder | $2,659 | $9,282-71.4% | $7,540-64.7% | $4,887-45.6% |