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 | $43,208 | $65,246-33.8% | $98,716-56.2% | $67,986-36.4% |
| Participation rate | 46.6% | 51.4%-4.8pp | 69.3%-22.7pp | 57.2%-10.6pp |
| Annual return | 16.66% | 20.58%-3.9pp | 31.81%-15.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,260 | $1,042+20.9% | $2,279-44.7% | $2,019-37.6% |
| Participant deferral / active EE | $2,924 | $2,594+12.7% | $4,048-27.8% | $3,358-12.9% |
| Admin fee / account holder | $2,917 | $4,561-36.0% | $8,703-66.5% | $3,203-8.9% |