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 | $37,596 | $58,275-35.5% | $81,844-54.1% | $80,935-53.5% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.4%-14.3pp | 67.7%-9.6pp |
| Annual return | 12.39% | 41.82%-29.4pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,899 | $2,346-19.0% | $2,916-34.9% | $2,757-31.1% |
| Participant deferral / active EE | $2,821 | $3,285-14.1% | $4,323-34.8% | $4,299-34.4% |
| Admin fee / account holder | $1,028 | $4,749-78.3% | $7,355-86.0% | $6,924-85.1% |