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 | $33,497 | $82,678-59.5% | $125,391-73.3% | $68,490-51.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 82.4%-27.8pp | 67.9%-13.4pp |
| Annual return | 32.38% | -5.97%+38.4pp | 572.41%-540.0pp | -7.85%+40.2pp |
| Employer contribution / active EE | $3,357 | $3,382-0.7% | $4,816-30.3% | $2,597+29.3% |
| Participant deferral / active EE | $8,356 | $6,111+36.7% | $7,448+12.2% | $4,028+107.5% |
| Admin fee / account holder | $10,394 | $6,277+65.6% | $10,009+3.8% | $5,403+92.4% |