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 | $44,740 | $63,354-29.4% | $94,105-52.5% | $82,637-45.9% |
| Participation rate | 43.6% | 63.8%-20.2pp | 71.9%-28.4pp | 68.1%-24.5pp |
| Annual return | 15.84% | 34.36%-18.5pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,410 | $1,760-19.9% | $2,504-43.7% | $2,552-44.8% |
| Participant deferral / active EE | $2,276 | $2,873-20.8% | $3,881-41.3% | $4,126-44.8% |
| Admin fee / account holder | $860 | $5,073-83.1% | $6,199-86.1% | $7,339-88.3% |