Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,928 | $55,902-14.3% | $76,030-37.0% | $80,959-40.8% |
| Participation rate | 25.8% | 62.1%-36.3pp | 69.1%-43.3pp | 67.7%-41.9pp |
| Annual return | 13.13% | 20.59%-7.5pp | 361.54%-348.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $830 | $1,867-55.6% | $2,688-69.1% | $2,757-69.9% |
| Participant deferral / active EE | $2,436 | $3,051-20.2% | $4,257-42.8% | $4,300-43.4% |
| Admin fee / account holder | $805 | $5,239-84.6% | $6,421-87.5% | $6,925-88.4% |