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 | $52,050 | $89,259-41.7% | $107,187-51.4% | $82,637-37.0% |
| Participation rate | 21.1% | 67.9%-46.8pp | 75.0%-53.9pp | 68.1%-46.9pp |
| Annual return | 13.39% | 21.02%-7.6pp | 204.55%-191.2pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,705 | $3,080-44.6% | $3,782-54.9% | $2,552-33.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,441 | $7,381-66.9% | $9,162-73.4% | $7,339-66.7% |