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 | $38,260 | $113,338-66.2% | $94,993-59.7% | $147,586-74.1% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.9%-48.9pp | 82.8%-57.8pp |
| Annual return | 15.41% | 20.80%-5.4pp | 27.14%-11.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $508 | $3,777-86.5% | $3,317-84.7% | $5,439-90.7% |
| Admin fee / account holder | $4,375 | $6,063-27.8% | $4,960-11.8% | $10,886-59.8% |