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 | $47,022 | $97,550-51.8% | $120,344-60.9% | $87,485-46.3% |
| Participation rate | 37.2% | 72.8%-35.6pp | 76.7%-39.5pp | 68.9%-31.7pp |
| Annual return | 18.89% | 18.41%+0.5pp | 20.30%-1.4pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,823 | $4,230-9.6% | $5,135-25.6% | $4,274-10.6% |
| Admin fee / account holder | $956 | $9,543-90.0% | $12,742-92.5% | $7,775-87.7% |