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 | $16,174 | $78,690-79.4% | $161,489-90.0% | $87,485-81.5% |
| Participation rate | 22.9% | 67.5%-44.6pp | 78.7%-55.8pp | 68.9%-46.1pp |
| Annual return | 14.60% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,732 | $3,311-47.7% | $5,630-69.2% | $4,274-59.5% |
| Admin fee / account holder | $12,255 | $6,724+82.3% | $16,006-23.4% | $7,775+57.6% |