Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,147 | $85,766-68.3% | $136,298-80.1% | $70,126-61.3% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 17.58% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $701 | $2,966-76.4% | $4,696-85.1% | $2,343-70.1% |
| Participant deferral / active EE | $7,788 | $5,051+54.2% | $6,247+24.7% | $3,332+133.7% |
| Admin fee / account holder | $3,045 | $5,421-43.8% | $9,244-67.1% | $4,645-34.5% |