Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,561 | $83,485-47.8% | $125,195-65.2% | $72,976-40.3% |
| Participation rate | 57.8% | 73.3%-15.5pp | 79.8%-22.0pp | 69.5%-11.7pp |
| Annual return | 20.69% | 25.77%-5.1pp | 43.79%-23.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,157 | $2,346-50.7% | $3,866-70.1% | $2,440-52.6% |
| Participant deferral / active EE | $2,457 | $3,586-31.5% | $4,937-50.2% | $3,608-31.9% |
| Admin fee / account holder | $1,100 | $5,518-80.1% | $9,704-88.7% | $5,124-78.5% |