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 | $35,381 | $43,730-19.1% | $66,674-46.9% | $64,097-44.8% |
| Participation rate | 37.8% | 50.7%-12.9pp | 73.7%-35.8pp | 55.2%-17.4pp |
| Annual return | 17.10% | 53.62%-36.5pp | 321.24%-304.1pp | 34.64%-17.5pp |
| Employer contribution / active EE | $671 | $1,673-59.9% | $2,620-74.4% | $1,891-64.5% |
| Participant deferral / active EE | $1,102 | $2,122-48.0% | $4,084-73.0% | $3,080-64.2% |
| Admin fee / account holder | $2,735 | $2,708+1.0% | $5,098-46.3% | $3,454-20.8% |