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 | $29,920 | $81,643-63.4% | $70,462-57.5% | $158,950-81.2% |
| Participation rate | 38.5% | 77.7%-39.3pp | 75.1%-36.6pp | 82.0%-43.5pp |
| Annual return | 13.32% | 208.51%-195.2pp | 109.08%-95.8pp | 302.91%-289.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,115 | $4,555-75.5% | $3,710-69.9% | $5,983-81.4% |
| Admin fee / account holder | $12,760 | $6,194+106.0% | $3,845+231.8% | $11,248+13.4% |