Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,662 | $98,760-57.8% | $149,715-72.2% | $79,858-47.8% |
| Participation rate | 54.5% | 75.8%-21.2pp | 82.5%-27.9pp | 69.6%-15.1pp |
| Annual return | 23.70% | 27.43%-3.7pp | 276.66%-253.0pp | 31.72%-8.0pp |
| Employer contribution / active EE | $1,650 | $3,217-48.7% | $4,645-64.5% | $2,471-33.2% |
| Participant deferral / active EE | $4,460 | $5,681-21.5% | $6,842-34.8% | $3,740+19.2% |
| Admin fee / account holder | $3,818 | $6,053-36.9% | $9,310-59.0% | $5,306-28.0% |