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 | $45,034 | $78,690-42.8% | $161,489-72.1% | $87,485-48.5% |
| Participation rate | 57.4% | 67.5%-10.0pp | 78.7%-21.2pp | 68.9%-11.5pp |
| Annual return | 14.21% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,451 | $3,311-56.2% | $5,630-74.2% | $4,274-66.1% |
| Admin fee / account holder | $1,283 | $6,724-80.9% | $16,006-92.0% | $7,775-83.5% |