Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,251 | $77,164-45.2% | $178,014-76.3% | $80,874-47.8% |
| Participation rate | 36.2% | 65.7%-29.5pp | 77.1%-40.9pp | 67.6%-31.4pp |
| Annual return | 14.14% | 18.09%-3.9pp | 294.80%-280.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,016 | $2,288-55.6% | $3,950-74.3% | $2,756-63.1% |
| Participant deferral / active EE | $2,031 | $4,408-53.9% | $6,276-67.6% | $4,297-52.7% |
| Admin fee / account holder | $3,012 | $7,164-58.0% | $10,362-70.9% | $6,935-56.6% |