Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,967 | $125,797-66.6% | $170,043-75.3% | $75,173-44.2% |
| Participation rate | 40.7% | 83.6%-42.9pp | 87.0%-46.3pp | 67.2%-26.5pp |
| Annual return | 15.92% | 27.20%-11.3pp | 53.40%-37.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,532 | $4,616-66.8% | $6,790-77.4% | $2,671-42.6% |
| Participant deferral / active EE | $3,563 | $6,838-47.9% | $10,410-65.8% | $4,126-13.7% |
| Admin fee / account holder | $1,042 | $8,177-87.3% | $12,824-91.9% | $5,651-81.6% |