Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,856 | $112,729-61.1% | $98,716-55.6% | $137,256-68.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 19.98% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,126 | $2,725-58.7% | $2,279-50.6% | $4,156-72.9% |
| Participant deferral / active EE | $5,309 | $4,640+14.4% | $4,048+31.2% | $6,407-17.1% |
| Admin fee / account holder | $4,796 | $10,129-52.7% | $8,703-44.9% | $12,270-60.9% |