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 | $51,275 | $105,284-51.3% | $150,734-66.0% | $94,015-45.5% |
| Participation rate | 37.0% | 71.7%-34.7pp | 78.4%-41.4pp | 70.8%-33.8pp |
| Annual return | 14.38% | 15.67%-1.3pp | 600.81%-586.4pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,944 | $4,274-7.7% | $5,610-29.7% | $4,249-7.2% |
| Admin fee / account holder | $7,298 | $9,839-25.8% | $14,905-51.0% | $8,951-18.5% |