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 | $27,843 | $29,670-6.2% | $56,054-50.3% | $80,911-65.6% |
| Participation rate | 48.9% | 41.7%+7.2pp | 52.5%-3.6pp | 67.6%-18.8pp |
| Annual return | 18.39% | 35.24%-16.8pp | 1705.95%-1687.6pp | 35.63%-17.2pp |
| Employer contribution / active EE | $1,042 | $670+55.6% | $1,039+0.3% | $2,756-62.2% |
| Participant deferral / active EE | $2,061 | $1,227+68.0% | $1,952+5.6% | $4,297-52.0% |
| Admin fee / account holder | $1,285 | $2,431-47.1% | $2,822-54.5% | $6,935-81.5% |