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 | $41,407 | $81,504-49.2% | $102,437-59.6% | $80,959-48.9% |
| Participation rate | 28.1% | 66.9%-38.7pp | 74.5%-46.4pp | 67.7%-39.5pp |
| Annual return | 16.20% | 25.60%-9.4pp | 24.95%-8.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,041 | $3,104-66.5% | $3,871-73.1% | $2,757-62.3% |
| Participant deferral / active EE | $2,003 | $3,871-48.2% | $5,060-60.4% | $4,300-53.4% |
| Admin fee / account holder | $392 | $6,719-94.2% | $8,388-95.3% | $6,925-94.3% |