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 | $42,803 | $98,652-56.6% | $142,942-70.1% | $82,448-48.1% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.8%-43.5pp | 68.1%-34.7pp |
| Annual return | 18.87% | 22.65%-3.8pp | 113.70%-94.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $585 | $3,211-81.8% | $4,139-85.9% | $2,551-77.1% |
| Participant deferral / active EE | $2,266 | $5,580-59.4% | $7,128-68.2% | $4,139-45.3% |
| Admin fee / account holder | $336 | $8,078-95.8% | $12,475-97.3% | $7,234-95.3% |