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 | $46,214 | $84,236-45.1% | $170,435-72.9% | $70,126-34.1% |
| Participation rate | 41.3% | 70.8%-29.5pp | 83.6%-42.3pp | 69.5%-28.2pp |
| Annual return | 13.41% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $458 | $3,387-86.5% | $5,432-91.6% | $2,343-80.4% |
| Participant deferral / active EE | $2,254 | $3,086-26.9% | $4,939-54.4% | $3,332-32.3% |
| Admin fee / account holder | $2,395 | $5,698-58.0% | $13,881-82.7% | $4,645-48.4% |