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 | $46,622 | $67,411-30.8% | $91,004-48.8% | $70,126-33.5% |
| Participation rate | 51.6% | 71.4%-19.8pp | 75.6%-24.0pp | 69.5%-17.9pp |
| Annual return | 19.39% | -40.16%+59.5pp | 4.60%+14.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,560 | $2,823+26.1% | $3,548+0.4% | $3,332+6.9% |
| Admin fee / account holder | $618 | $4,236-85.4% | $5,417-88.6% | $4,645-86.7% |