Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,861 | $68,880-42.1% | $120,580-66.9% | $80,959-50.8% |
| Participation rate | 44.1% | 61.7%-17.6pp | 72.0%-27.8pp | 67.7%-23.6pp |
| Annual return | 24.75% | 23.68%+1.1pp | 107.48%-82.7pp | 35.67%-10.9pp |
| Employer contribution / active EE | $4,091 | $2,066+98.0% | $3,469+17.9% | $2,757+48.4% |
| Participant deferral / active EE | $10,088 | $3,191+216.2% | $4,995+101.9% | $4,300+134.6% |
| Admin fee / account holder | $1,507 | $5,785-74.0% | $9,418-84.0% | $6,925-78.2% |