Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,720 | $110,307-60.4% | $96,576-54.7% | $139,456-68.6% |
| Participation rate | 53.8% | 78.1%-24.3pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 17.37% | 26.40%-9.0pp | 25.87%-8.5pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,384 | $3,619-61.8% | $2,965-53.3% | $4,753-70.9% |
| Participant deferral / active EE | $3,588 | $5,547-35.3% | $4,851-26.0% | $6,711-46.5% |
| Admin fee / account holder | $757 | $11,597-93.5% | $8,253-90.8% | $11,407-93.4% |