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 | $32,878 | $93,345-64.8% | $119,126-72.4% | $87,485-62.4% |
| Participation rate | 51.2% | 68.7%-17.6pp | 75.8%-24.6pp | 68.9%-17.8pp |
| Annual return | 14.80% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,805 | $3,172-43.1% | $4,034-55.3% | $2,596-30.5% |
| Participant deferral / active EE | $3,398 | $4,099-17.1% | $5,318-36.1% | $4,274-20.5% |
| Admin fee / account holder | $6,806 | $8,039-15.3% | $10,693-36.4% | $7,775-12.5% |