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 | $44,627 | $51,604-13.5% | $129,295-65.5% | $80,874-44.8% |
| Participation rate | 32.6% | 57.0%-24.4pp | 69.6%-37.1pp | 67.6%-35.1pp |
| Annual return | 13.28% | 20.76%-7.5pp | 9429.28%-9416.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,444 | $1,585-8.9% | $4,157-65.3% | $2,756-47.6% |
| Participant deferral / active EE | $2,659 | $2,670-0.4% | $4,169-36.2% | $4,297-38.1% |
| Admin fee / account holder | $4,417 | $4,310+2.5% | $7,665-42.4% | $6,935-36.3% |