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 | $45,646 | $93,345-51.1% | $119,126-61.7% | $87,485-47.8% |
| Participation rate | 48.9% | 68.7%-19.8pp | 75.8%-26.9pp | 68.9%-20.0pp |
| Annual return | 17.16% | 19.08%-1.9pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,414 | $3,172-55.4% | $4,034-64.9% | $2,596-45.5% |
| Participant deferral / active EE | $2,462 | $4,099-39.9% | $5,318-53.7% | $4,274-42.4% |
| Admin fee / account holder | $1,342 | $8,039-83.3% | $10,693-87.4% | $7,775-82.7% |