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 | $39,807 | $106,749-62.7% | $145,433-72.6% | $82,448-51.7% |
| Participation rate | 54.6% | 75.6%-21.0pp | 82.1%-27.5pp | 68.1%-13.4pp |
| Annual return | 17.51% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,758 | $6,519-57.7% | $7,897-65.1% | $4,139-33.4% |
| Admin fee / account holder | $1,629 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |