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 | $41,905 | $71,230-41.2% | $93,727-55.3% | $80,959-48.2% |
| Participation rate | 27.1% | 60.4%-33.3pp | 68.7%-41.6pp | 67.7%-40.5pp |
| Annual return | 51.92% | 11.26%+40.7pp | 133.83%-81.9pp | 35.67%+16.3pp |
| Employer contribution / active EE | $1,256 | $1,565-19.7% | $2,421-48.1% | $2,757-54.4% |
| Participant deferral / active EE | $2,325 | $4,037-42.4% | $4,417-47.4% | $4,300-45.9% |
| Admin fee / account holder | $1,356 | $6,961-80.5% | $8,292-83.7% | $6,925-80.4% |