Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,878 | $66,402-32.4% | $109,907-59.2% | $85,847-47.7% |
| Participation rate | 44.0% | 63.9%-19.9pp | 74.2%-30.2pp | 69.3%-25.3pp |
| Annual return | 14.45% | 19.59%-5.1pp | 29.46%-15.0pp | 318.61%-304.2pp |
| Employer contribution / active EE | $552 | $1,687-67.3% | $2,844-80.6% | $2,565-78.5% |
| Participant deferral / active EE | $1,348 | $2,842-52.6% | $4,047-66.7% | $3,952-65.9% |
| Admin fee / account holder | $1,622 | $4,557-64.4% | $6,069-73.3% | $6,261-74.1% |