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 | $44,681 | $73,988-39.6% | $96,538-53.7% | $75,177-40.6% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.1pp | 67.2%-24.0pp |
| Annual return | 17.92% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,695 | $2,930-42.2% | $3,740-54.7% | $2,671-36.6% |
| Participant deferral / active EE | $4,129 | $3,660+12.8% | $4,880-15.4% | $4,126+0.1% |
| Admin fee / account holder | $465 | $5,220-91.1% | $6,737-93.1% | $5,651-91.8% |