Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,276 | $101,752-44.7% | $164,928-65.9% | $80,911-30.4% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.6%-34.3pp |
| Annual return | 16.42% | 16.73%-0.3pp | 70.08%-53.7pp | 35.63%-19.2pp |
| Employer contribution / active EE | $1,306 | $2,953-55.8% | $4,343-69.9% | $2,756-52.6% |
| Participant deferral / active EE | $2,201 | $4,477-50.8% | $6,034-63.5% | $4,297-48.8% |
| Admin fee / account holder | $6,275 | $8,218-23.6% | $12,684-50.5% | $6,935-9.5% |