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 | $28,347 | $118,875-76.2% | $96,572-70.6% | $167,553-83.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 18.02% | 50.50%-32.5pp | 37.79%-19.8pp | 478.89%-460.9pp |
| Employer contribution / active EE | $1,106 | $3,121-64.6% | $2,357-53.1% | $4,840-77.1% |
| Participant deferral / active EE | $1,703 | $4,617-63.1% | $3,850-55.8% | $6,343-73.2% |
| Admin fee / account holder | $474 | $8,070-94.1% | $6,183-92.3% | $12,316-96.2% |