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 | $58,314 | $95,453-38.9% | $112,040-48.0% | $82,448-29.3% |
| Participation rate | 37.3% | 72.8%-35.4pp | 76.5%-39.2pp | 68.1%-30.7pp |
| Annual return | 23.08% | 23.92%-0.8pp | 24.52%-1.4pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,565 | $4,224-39.3% | $5,098-49.7% | $4,139-38.0% |
| Admin fee / account holder | $3,645 | $9,013-59.6% | $12,098-69.9% | $7,234-49.6% |