Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,429 | $87,878-57.4% | $97,411-61.6% | $82,637-54.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 80.4%-30.4pp | 68.1%-18.1pp |
| Annual return | 21.78% | 54.63%-32.8pp | 34.72%-12.9pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,476 | $3,800-61.2% | $4,210-64.9% | $2,552-42.2% |
| Participant deferral / active EE | $3,189 | $5,525-42.3% | $5,886-45.8% | $4,126-22.7% |
| Admin fee / account holder | $3,094 | $6,743-54.1% | $7,145-56.7% | $7,339-57.8% |