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 | $31,229 | $38,967-19.9% | $86,233-63.8% | $79,634-60.8% |
| Participation rate | 15.1% | 34.1%-18.9pp | 69.0%-53.9pp | 62.5%-47.4pp |
| Annual return | 29.90% | 49.90%-20.0pp | 61.39%-31.5pp | 36.46%-6.6pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $630 | $1,663-62.1% | $4,559-86.2% | $3,835-83.6% |
| Admin fee / account holder | $1,884 | $2,660-29.2% | $8,342-77.4% | $1,002+88.1% |