Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,118 | $47,1050% | $68,368-31.1% | $67,986-30.7% |
| Participation rate | 11.4% | 51.8%-40.4pp | 73.8%-62.4pp | 57.2%-45.8pp |
| Annual return | 18.19% | 48.37%-30.2pp | 292.57%-274.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $853 | $1,859-54.1% | $2,649-67.8% | $2,019-57.7% |
| Participant deferral / active EE | $1,079 | $2,374-54.5% | $4,123-73.8% | $3,358-67.9% |
| Admin fee / account holder | $2,225 | $2,435-8.6% | $5,150-56.8% | $3,203-30.5% |