Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,714 | $77,920-32.3% | $149,723-64.8% | $75,177-29.9% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 18.76% | 31.72%-13.0pp | 134.50%-115.7pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,422 | $3,138-54.7% | $4,821-70.5% | $2,671-46.8% |
| Participant deferral / active EE | $2,918 | $3,411-14.5% | $5,682-48.6% | $4,126-29.3% |
| Admin fee / account holder | $2,537 | $5,951-57.4% | $13,215-80.8% | $5,651-55.1% |