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 | $28,310 | $98,766-71.3% | $149,730-81.1% | $79,852-64.5% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 12.59% | 27.43%-14.8pp | 276.70%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $2,012 | $3,217-37.5% | $4,645-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $3,765 | $5,681-33.7% | $6,843-45.0% | $3,740+0.6% |
| Admin fee / account holder | $4,351 | $6,052-28.1% | $9,310-53.3% | $5,306-18.0% |