Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $41,458 | $93,345-55.6% | $119,126-65.2% | $87,485-52.6% |
| Participation rate | 49.2% | 68.7%-19.6pp | 75.8%-26.6pp | 68.9%-19.8pp |
| Annual return | 12.68% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,236 | $3,172-61.0% | $4,034-69.4% | $2,596-52.4% |
| Participant deferral / active EE | $1,937 | $4,099-52.7% | $5,318-63.6% | $4,274-54.7% |
| Admin fee / account holder | $18,515 | $8,039+130.3% | $10,693+73.1% | $7,775+138.1% |