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 | $10,091 | $60,442-83.3% | $96,754-89.6% | $87,485-88.5% |
| Participation rate | 43.2% | 58.7%-15.5pp | 70.3%-27.1pp | 68.9%-25.7pp |
| Annual return | 16.11% | 21.97%-5.9pp | 82.04%-65.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,123 | $3,280+25.7% | $4,758-13.3% | $4,274-3.5% |
| Admin fee / account holder | $5,689 | $5,069+12.2% | $8,905-36.1% | $7,775-26.8% |