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 | $42,283 | $88,672-52.3% | $105,223-59.8% | $82,448-48.7% |
| Participation rate | 58.3% | 67.9%-9.6pp | 75.0%-16.7pp | 68.1%-9.7pp |
| Annual return | 13.71% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,759 | $3,048-42.3% | $3,689-52.3% | $2,551-31.0% |
| Participant deferral / active EE | $5,697 | $4,036+41.2% | $5,072+12.3% | $4,139+37.6% |
| Admin fee / account holder | $2,459 | $7,146-65.6% | $8,859-72.2% | $7,234-66.0% |