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 | $44,283 | $63,845-30.6% | $81,370-45.6% | $80,959-45.3% |
| Participation rate | 35.7% | 63.9%-28.2pp | 69.5%-33.8pp | 67.7%-32.0pp |
| Annual return | 76.43% | 16.37%+60.1pp | 24.85%+51.6pp | 35.67%+40.8pp |
| Employer contribution / active EE | $1,159 | $1,980-41.5% | $2,464-53.0% | $2,757-58.0% |
| Participant deferral / active EE | $2,182 | $3,093-29.4% | $3,885-43.8% | $4,300-49.3% |
| Admin fee / account holder | $2,656 | $5,688-53.3% | $5,749-53.8% | $6,925-61.6% |