Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,360 | $55,457-14.6% | $77,361-38.8% | $94,015-49.6% |
| Participation rate | 18.9% | 69.8%-51.0pp | 75.0%-56.1pp | 70.8%-52.0pp |
| Annual return | 15.32% | 15.57%-0.2pp | 1011.54%-996.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $735 | $2,255-67.4% | $2,990-75.4% | $2,790-73.7% |
| Participant deferral / active EE | $1,758 | $3,069-42.7% | $3,911-55.0% | $4,249-58.6% |
| Admin fee / account holder | $6,642 | $4,334+53.3% | $5,894+12.7% | $8,951-25.8% |