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 | $25,370 | $46,596-45.6% | $64,099-60.4% | $75,181-66.3% |
| Participation rate | 11.1% | 65.9%-54.8pp | 72.3%-61.2pp | 67.2%-56.1pp |
| Annual return | 12.37% | 26.04%-13.7pp | 33.70%-21.3pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $846 | $2,837-70.2% | $3,881-78.2% | $4,126-79.5% |
| Admin fee / account holder | $454 | $2,954-84.6% | $3,070-85.2% | $5,650-92.0% |