Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,627 | $102,938-93.6% | $94,105-93.0% | $138,895-95.2% |
| Participation rate | 30.0% | 74.6%-44.6pp | 71.9%-41.9pp | 79.9%-49.9pp |
| Annual return | 14.65% | 250.28%-235.6pp | 204.55%-189.9pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $638 | $4,196-84.8% | $3,881-83.6% | $6,396-90.0% |
| Admin fee / account holder | $2,266 | $6,600-65.7% | $6,199-63.5% | $12,562-82.0% |