Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,230 | $147,556-68.0% | $129,031-63.4% | $198,609-76.2% |
| Participation rate | 11.8% | 77.2%-65.5pp | 73.4%-61.6pp | 82.4%-70.6pp |
| Annual return | 15.19% | 37.41%-22.2pp | 34.67%-19.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $689 | $15,467-95.5% | $13,208-94.8% | $19,030-96.4% |