Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,456 | $47,105-43.8% | $68,368-61.3% | $67,986-61.1% |
| Participation rate | 43.5% | 51.8%-8.3pp | 73.8%-30.2pp | 57.2%-13.7pp |
| Annual return | 18.15% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,276 | $1,859-31.4% | $2,649-51.8% | $2,019-36.8% |
| Participant deferral / active EE | $1,618 | $2,374-31.8% | $4,123-60.7% | $3,358-51.8% |
| Admin fee / account holder | $1,355 | $2,435-44.4% | $5,150-73.7% | $3,203-57.7% |