Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $138,736 | $52,580+163.9% | $71,671+93.6% | $70,126+97.8% |
| Participation rate | 30.0% | 60.9%-30.9pp | 68.7%-38.7pp | 69.5%-39.5pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,510 | $2,386-36.7% | $3,438-56.1% | $3,332-54.7% |
| Admin fee / account holder | $835 | $3,653-77.1% | $5,558-85.0% | $4,645-82.0% |