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 | $18,636 | $91,198-79.6% | $178,503-89.6% | $79,856-76.7% |
| Participation rate | 50.9% | 69.2%-18.3pp | 81.9%-31.1pp | 69.6%-18.8pp |
| Annual return | 12.57% | 24.20%-11.6pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,381 | $3,257-26.9% | $5,011-52.5% | $2,471-3.7% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,189 | $6,748-82.4% | $13,987-91.5% | $5,306-77.6% |