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 | $20,987 | $56,894-63.1% | $84,753-75.2% | $62,881-66.6% |
| Participation rate | 66.0% | 68.5%-2.5pp | 76.6%-10.6pp | 69.3%-3.3pp |
| Annual return | 5.47% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,322 | $2,709-51.2% | $3,712-64.4% | $3,203-58.7% |
| Admin fee / account holder | $401 | $3,581-88.8% | $5,333-92.5% | $4,296-90.7% |