Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,407 | $77,920-44.3% | $149,723-71.0% | $75,177-42.3% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 23.90% | 31.72%-7.8pp | 134.50%-110.6pp | 160.75%-136.9pp |
| Employer contribution / active EE | $494 | $3,138-84.3% | $4,821-89.8% | $2,671-81.5% |
| Participant deferral / active EE | $1,119 | $3,411-67.2% | $5,682-80.3% | $4,126-72.9% |
| Admin fee / account holder | $3,932 | $5,951-33.9% | $13,215-70.2% | $5,651-30.4% |