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 | $33,040 | $93,345-64.6% | $119,126-72.3% | $87,485-62.2% |
| Participation rate | 40.7% | 68.7%-28.0pp | 75.8%-35.0pp | 68.9%-28.2pp |
| Annual return | 12.22% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,548 | $3,172-51.2% | $4,034-61.6% | $2,596-40.4% |
| Participant deferral / active EE | $3,169 | $4,099-22.7% | $5,318-40.4% | $4,274-25.8% |
| Admin fee / account holder | $662 | $8,039-91.8% | $10,693-93.8% | $7,775-91.5% |