Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,040 | $89,259-63.0% | $107,187-69.2% | $82,637-60.0% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 18.57% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,771 | $3,080-42.5% | $3,782-53.2% | $2,552-30.6% |
| Participant deferral / active EE | $3,920 | $4,037-2.9% | $5,096-23.1% | $4,126-5.0% |
| Admin fee / account holder | $423 | $7,381-94.3% | $9,162-95.4% | $7,339-94.2% |