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 | $57,100 | $49,897+14.4% | $80,648-29.2% | $75,177-24.0% |
| Participation rate | 47.5% | 55.3%-7.8pp | 67.0%-19.5pp | 67.2%-19.7pp |
| Annual return | 16.50% | 34.68%-18.2pp | 937.21%-920.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,618 | $1,699-4.7% | $2,724-40.6% | $2,671-39.4% |
| Participant deferral / active EE | $2,787 | $2,992-6.8% | $4,443-37.3% | $4,126-32.5% |
| Admin fee / account holder | $1,914 | $3,579-46.5% | $5,382-64.4% | $5,651-66.1% |