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 | $42,312 | $43,496-2.7% | $161,489-73.8% | $64,340-34.2% |
| Participation rate | 47.9% | 53.5%-5.6pp | 78.7%-30.8pp | 55.2%-7.3pp |
| Annual return | 17.09% | 20.76%-3.7pp | 89.72%-72.6pp | 24.14%-7.1pp |
| Employer contribution / active EE | $1,225 | $1,431-14.4% | $4,268-71.3% | $1,862-34.2% |
| Participant deferral / active EE | $2,180 | $1,996+9.2% | $5,630-61.3% | $2,980-26.8% |
| Admin fee / account holder | $595 | $2,330-74.5% | $16,006-96.3% | $3,703-83.9% |