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 | $43,362 | $56,054-22.6% | $171,082-74.7% | $62,881-31.0% |
| Participation rate | 28.4% | 62.9%-34.5pp | 76.7%-48.3pp | 69.3%-40.9pp |
| Annual return | 8.01% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,436 | $3,158-22.9% | $4,797-49.2% | $3,203-24.0% |
| Admin fee / account holder | $381 | $3,647-89.6% | $8,520-95.5% | $4,296-91.1% |