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 | $31,187 | $76,834-59.4% | $108,359-71.2% | $87,485-64.4% |
| Participation rate | 47.9% | 61.7%-13.8pp | 70.1%-22.2pp | 68.9%-21.0pp |
| Annual return | 15.16% | 19.09%-3.9pp | 36.89%-21.7pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,352 | $3,100-24.1% | $4,137-43.1% | $4,274-45.0% |
| Admin fee / account holder | $1,911 | $6,537-70.8% | $9,741-80.4% | $7,775-75.4% |