Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,430 | $110,379-49.8% | $102,412-45.9% | $145,884-62.0% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.0pp | 80.3%-34.8pp |
| Annual return | 10.18% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,852 | $5,622-49.3% | $5,060-43.6% | $6,690-57.4% |
| Admin fee / account holder | $14,061 | $9,745+44.3% | $8,388+67.6% | $13,392+5.0% |