Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,507 | $71,230-47.3% | $93,727-60.0% | $80,959-53.7% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.7%-35.8pp |
| Annual return | 20.04% | 11.26%+8.8pp | 133.83%-113.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,823 | $4,037-54.9% | $4,417-58.7% | $4,300-57.6% |
| Admin fee / account holder | $2,164 | $6,961-68.9% | $8,292-73.9% | $6,925-68.7% |