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 | $28,392 | $73,978-61.6% | $96,515-70.6% | $75,173-62.2% |
| Participation rate | 48.3% | 66.4%-18.2pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 23.08% | 26.72%-3.6pp | 35.73%-12.6pp | 160.72%-137.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,916 | $3,660-47.6% | $4,880-60.7% | $4,126-53.6% |
| Admin fee / account holder | $2,682 | $5,219-48.6% | $6,735-60.2% | $5,651-52.5% |