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 | $45,224 | $111,830-59.6% | $93,696-51.7% | $145,884-69.0% |
| Participation rate | 31.3% | 74.2%-43.0pp | 68.7%-37.5pp | 80.3%-49.1pp |
| Annual return | 9.54% | 204.08%-194.5pp | 133.74%-124.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $700 | $3,093-77.4% | $2,422-71.1% | $4,662-85.0% |
| Participant deferral / active EE | $1,743 | $4,920-64.6% | $4,417-60.5% | $6,690-73.9% |
| Admin fee / account holder | $1,948 | $10,249-81.0% | $8,287-76.5% | $13,392-85.5% |