Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,818 | $84,685-47.1% | $142,942-68.6% | $67,986-34.1% |
| Participation rate | 37.3% | 61.4%-24.1pp | 76.8%-39.5pp | 57.2%-19.9pp |
| Annual return | 17.73% | 35.89%-18.2pp | 113.70%-96.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,206 | $2,263-46.7% | $4,139-70.9% | $2,019-40.3% |
| Participant deferral / active EE | $2,666 | $3,832-30.4% | $7,128-62.6% | $3,358-20.6% |
| Admin fee / account holder | $2,187 | $3,229-32.3% | $12,475-82.5% | $3,203-31.7% |