Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,563 | $56,134-24.2% | $96,192-55.8% | $85,851-50.4% |
| Participation rate | 44.8% | 56.7%-11.9pp | 68.4%-23.6pp | 69.3%-24.5pp |
| Annual return | 15.88% | 42.30%-26.4pp | 192.09%-176.2pp | 318.63%-302.8pp |
| Employer contribution / active EE | $1,793 | $1,620+10.7% | $2,799-36.0% | $2,565-30.1% |
| Participant deferral / active EE | $1,699 | $2,858-40.5% | $4,351-60.9% | $3,952-57.0% |
| Admin fee / account holder | $2,672 | $3,769-29.1% | $5,539-51.8% | $6,261-57.3% |