Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,668 | $85,024-61.6% | $70,544-53.7% | $139,466-76.6% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 18.66% | 30.39%-11.7pp | 32.79%-14.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,995 | $5,891-15.2% | $4,568+9.4% | $6,712-25.6% |
| Admin fee / account holder | $7,479 | $8,928-16.2% | $6,427+16.4% | $11,409-34.4% |