Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,626 | $71,057-40.0% | $93,654-54.5% | $80,874-47.3% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.8pp | 67.6%-9.7pp |
| Annual return | 12.28% | 11.26%+1.0pp | 133.34%-121.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,626 | $1,564+4.0% | $2,421-32.8% | $2,756-41.0% |
| Participant deferral / active EE | $2,425 | $4,034-39.9% | $4,413-45.0% | $4,297-43.6% |
| Admin fee / account holder | $13,621 | $6,944+96.2% | $8,282+64.5% | $6,935+96.4% |