Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,804 | $58,258-23.1% | $81,820-45.2% | $80,925-44.6% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 15.82% | 41.76%-25.9pp | 777.93%-762.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $987 | $2,345-57.9% | $2,915-66.1% | $2,756-64.2% |
| Participant deferral / active EE | $1,879 | $3,284-42.8% | $4,323-56.5% | $4,299-56.3% |
| Admin fee / account holder | $770 | $4,976-84.5% | $7,391-89.6% | $6,940-88.9% |