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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,003 | $45,343-14.0% | $150,298-74.0% | $67,986-42.6% |
| Participation rate | 62.1% | 51.9%+10.3pp | 77.8%-15.6pp | 57.2%+4.9pp |
| Annual return | 12.06% | 33.28%-21.2pp | 62.79%-50.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,193 | $1,462-18.4% | $4,154-71.3% | $2,019-40.9% |
| Participant deferral / active EE | $1,432 | $2,055-30.3% | $5,453-73.7% | $3,358-57.3% |
| Admin fee / account holder | $6,346 | $2,250+182.1% | $14,116-55.0% | $3,203+98.1% |