Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,224 | $62,393-56.4% | $120,580-77.4% | $74,478-63.4% |
| Participation rate | 49.2% | 56.8%-7.5pp | 72.0%-22.7pp | 67.2%-18.0pp |
| Annual return | 15.06% | 18.61%-3.5pp | 107.48%-92.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,561 | $1,845-15.4% | $3,469-55.0% | $2,626-40.6% |
| Participant deferral / active EE | $2,541 | $2,886-11.9% | $4,995-49.1% | $4,350-41.6% |
| Admin fee / account holder | $3,277 | $2,396+36.7% | $9,418-65.2% | $1,946+68.4% |