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 | $39,311 | $48,314-18.6% | $67,561-41.8% | $80,925-51.4% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 17.39% | 18.28%-0.9pp | 3525.44%-3508.0pp | 35.65%-18.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $947 | $2,927-67.6% | $4,003-76.3% | $4,299-78.0% |
| Admin fee / account holder | $1,105 | $3,690-70.1% | $4,006-72.4% | $6,940-84.1% |