Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,414 | $53,583-43.2% | $114,563-73.5% | $64,340-52.7% |
| Participation rate | 27.0% | 47.4%-20.3pp | 72.9%-45.9pp | 55.2%-28.2pp |
| Annual return | 16.75% | 24.51%-7.8pp | 241.09%-224.3pp | 24.14%-7.4pp |
| Employer contribution / active EE | $1,159 | $1,087+6.6% | $2,592-55.3% | $1,862-37.7% |
| Participant deferral / active EE | $1,951 | $2,134-8.6% | $4,142-52.9% | $2,980-34.5% |
| Admin fee / account holder | $4,418 | $3,206+37.8% | $7,623-42.0% | $3,703+19.3% |