Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,659 | $106,524-59.0% | $152,301-71.3% | $87,485-50.1% |
| Participation rate | 46.4% | 75.8%-29.3pp | 82.4%-36.0pp | 68.9%-22.5pp |
| Annual return | 19.40% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,486 | $3,371-55.9% | $4,624-67.9% | $2,596-42.8% |
| Participant deferral / active EE | $3,175 | $6,525-51.3% | $8,004-60.3% | $4,274-25.7% |
| Admin fee / account holder | $2,136 | $8,287-74.2% | $14,398-85.2% | $7,775-72.5% |