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 | $40,675 | $110,483-63.2% | $145,433-72.0% | $79,634-48.9% |
| Participation rate | 31.0% | 71.1%-40.1pp | 82.1%-51.2pp | 62.5%-31.5pp |
| Annual return | 16.86% | 24.62%-7.8pp | 66.58%-49.7pp | 36.46%-19.6pp |
| Employer contribution / active EE | $888 | $4,053-78.1% | $4,554-80.5% | $2,529-64.9% |
| Participant deferral / active EE | $1,827 | $7,216-74.7% | $7,897-76.9% | $3,835-52.4% |
| Admin fee / account holder | $1,147 | $680+68.6% | $13,129-91.3% | $1,002+14.5% |