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 | $48,546 | $55,902-13.2% | $76,030-36.1% | $80,959-40.0% |
| Participation rate | 42.6% | 62.1%-19.4pp | 69.1%-26.4pp | 67.7%-25.0pp |
| Annual return | 21.45% | 20.59%+0.9pp | 361.54%-340.1pp | 35.67%-14.2pp |
| Employer contribution / active EE | $559 | $1,867-70.1% | $2,688-79.2% | $2,757-79.7% |
| Participant deferral / active EE | $3,718 | $3,051+21.9% | $4,257-12.7% | $4,300-13.5% |
| Admin fee / account holder | $4,980 | $5,239-5.0% | $6,421-22.4% | $6,925-28.1% |