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 | $19,644 | $53,128-63.0% | $86,581-77.3% | $70,124-72.0% |
| Participation rate | 61.4% | 65.3%-3.9pp | 73.5%-12.1pp | 69.5%-8.1pp |
| Annual return | 15.55% | 27.66%-12.1pp | 965.06%-949.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,060 | $2,695-60.7% | $3,609-70.6% | $3,332-68.2% |
| Admin fee / account holder | $6,065 | $3,584+69.2% | $4,904+23.7% | $4,645+30.6% |