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 | $64,010-32.5% | $108,359-60.1% | $64,340-32.8% |
| Participation rate | 46.6% | 49.4%-2.7pp | 70.1%-23.5pp | 55.2%-8.6pp |
| Annual return | 16.66% | 19.74%-3.1pp | 36.89%-20.2pp | 24.14%-7.5pp |
| Employer contribution / active EE | $1,260 | $1,029+22.5% | $2,399-47.5% | $1,862-32.3% |
| Participant deferral / active EE | $2,924 | $2,395+22.1% | $4,137-29.3% | $2,980-1.9% |
| Admin fee / account holder | $2,917 | $4,885-40.3% | $9,741-70.0% | $3,703-21.2% |