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 | $15,816 | $77,920-79.7% | $149,723-89.4% | $75,177-79.0% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 19.21% | 31.72%-12.5pp | 134.50%-115.3pp | 160.75%-141.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,051 | $3,411-39.9% | $5,682-63.9% | $4,126-50.3% |
| Admin fee / account holder | $3,120 | $5,951-47.6% | $13,215-76.4% | $5,651-44.8% |