Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,985 | $55,889-39.2% | $76,119-55.4% | $80,935-58.0% |
| Participation rate | 51.9% | 62.1%-10.1pp | 69.1%-17.1pp | 67.7%-15.7pp |
| Annual return | 13.84% | 20.58%-6.7pp | 361.25%-347.4pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,860 | $1,866-0.3% | $2,693-30.9% | $2,757-32.5% |
| Participant deferral / active EE | $3,582 | $3,051+17.4% | $4,259-15.9% | $4,299-16.7% |
| Admin fee / account holder | $3,032 | $5,241-42.2% | $6,421-52.8% | $6,924-56.2% |