Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,678 | $58,848-68.3% | $88,179-78.8% | $82,637-77.4% |
| Participation rate | 33.3% | 57.9%-24.6pp | 69.1%-35.8pp | 68.1%-34.7pp |
| Annual return | 50.87% | 22.76%+28.1pp | 64.97%-14.1pp | 53.51%-2.6pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,085 | $3,124-1.2% | $4,614-33.1% | $4,126-25.2% |
| Admin fee / account holder | $2,916 | $4,795-39.2% | $7,673-62.0% | $7,339-60.3% |