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 | $36,511 | $105,864-65.5% | $90,162-59.5% | $147,585-75.3% |
| Participation rate | 31.3% | 79.7%-48.5pp | 76.9%-45.6pp | 82.8%-51.6pp |
| Annual return | 17.34% | 37.63%-20.3pp | 34.88%-17.5pp | 578.57%-561.2pp |
| Employer contribution / active EE | $1,479 | $4,126-64.2% | $3,318-55.4% | $4,876-69.7% |
| Participant deferral / active EE | $4,371 | $5,733-23.8% | $5,287-17.3% | $5,439-19.6% |
| Admin fee / account holder | $4,220 | $8,046-47.5% | $5,943-29.0% | $10,885-61.2% |