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 | $28,530 | $65,712-56.6% | $57,196-50.1% | $273,972-89.6% |
| Participation rate | 35.0% | 78.3%-43.3pp | 75.3%-40.3pp | 83.0%-48.0pp |
| Annual return | 3.65% | 22.01%-18.4pp | 14.59%-10.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,750 | $3,782-53.7% | $3,096-43.5% | $5,287-66.9% |
| Admin fee / account holder | $4,643 | $4,838-4.0% | $3,141+47.8% | $10,133-54.2% |