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 | $48,773 | $77,908-37.4% | $149,696-67.4% | $75,173-35.1% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 13.84% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $792 | $3,138-74.8% | $4,821-83.6% | $2,671-70.3% |
| Participant deferral / active EE | $2,334 | $3,411-31.6% | $5,682-58.9% | $4,126-43.4% |
| Admin fee / account holder | $3,818 | $5,950-35.8% | $13,212-71.1% | $5,651-32.4% |