Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,821 | $80,763-45.7% | $102,412-57.2% | $74,459-41.1% |
| Participation rate | 40.4% | 65.7%-25.3pp | 74.5%-34.2pp | 67.2%-26.9pp |
| Annual return | 11.34% | 27.57%-16.2pp | 24.94%-13.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,623 | $3,160-48.6% | $3,870-58.1% | $2,626-38.2% |
| Participant deferral / active EE | $3,077 | $3,862-20.3% | $5,060-39.2% | $4,350-29.3% |
| Admin fee / account holder | $16,767 | $2,371+607.0% | $8,388+99.9% | $1,945+762.1% |