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 | $34,582 | $93,345-63.0% | $119,126-71.0% | $87,485-60.5% |
| Participation rate | 36.0% | 68.7%-32.7pp | 75.8%-39.8pp | 68.9%-32.9pp |
| Annual return | 15.80% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,236 | $3,172-61.0% | $4,034-69.4% | $2,596-52.4% |
| Participant deferral / active EE | $2,574 | $4,099-37.2% | $5,318-51.6% | $4,274-39.8% |
| Admin fee / account holder | $3,622 | $8,039-54.9% | $10,693-66.1% | $7,775-53.4% |