Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,543 | $89,259-44.5% | $107,187-53.8% | $82,637-40.0% |
| Participation rate | 28.9% | 67.9%-39.0pp | 75.0%-46.1pp | 68.1%-39.1pp |
| Annual return | 14.10% | 21.02%-6.9pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,289 | $3,080-58.2% | $3,782-65.9% | $2,552-49.5% |
| Participant deferral / active EE | $2,149 | $4,037-46.8% | $5,096-57.8% | $4,126-47.9% |
| Admin fee / account holder | $5,079 | $7,381-31.2% | $9,162-44.6% | $7,339-30.8% |