Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,074 | $88,672-46.9% | $105,223-55.3% | $82,448-42.9% |
| Participation rate | 24.5% | 67.9%-43.4pp | 75.0%-50.6pp | 68.1%-43.6pp |
| Annual return | 15.85% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $804 | $3,048-73.6% | $3,689-78.2% | $2,551-68.5% |
| Participant deferral / active EE | $2,405 | $4,036-40.4% | $5,072-52.6% | $4,139-41.9% |
| Admin fee / account holder | $3,449 | $7,146-51.7% | $8,859-61.1% | $7,234-52.3% |