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 | $40,271 | $81,358-50.5% | $155,556-74.1% | $80,959-50.3% |
| Participation rate | 54.0% | 66.3%-12.2pp | 78.2%-24.2pp | 67.7%-13.6pp |
| Annual return | 18.83% | 33.39%-14.6pp | 64.84%-46.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $575 | $3,106-81.5% | $4,675-87.7% | $2,757-79.1% |
| Participant deferral / active EE | $1,463 | $3,455-57.7% | $5,631-74.0% | $4,300-66.0% |
| Admin fee / account holder | $25,997 | $7,994+225.2% | $15,885+63.7% | $6,925+275.4% |