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 | $43,023 | $80,332-46.4% | $107,187-59.9% | $64,097-32.9% |
| Participation rate | 48.6% | 54.4%-5.8pp | 75.0%-26.4pp | 55.2%-6.6pp |
| Annual return | 36.59% | 24.26%+12.3pp | 204.55%-168.0pp | 34.64%+1.9pp |
| Employer contribution / active EE | $1,348 | $2,501-46.1% | $3,782-64.4% | $1,891-28.7% |
| Participant deferral / active EE | $2,733 | $3,109-12.1% | $5,096-46.4% | $3,080-11.3% |
| Admin fee / account holder | $1,776 | $4,314-58.8% | $9,162-80.6% | $3,454-48.6% |