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 | $61,989 | $75,541-17.9% | $152,093-59.2% | $82,637-25.0% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 16.66% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,935 | $3,206-39.6% | $5,451-64.5% | $4,126-53.1% |
| Admin fee / account holder | $371 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |