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 | $48,961 | $96,558-49.3% | $80,977-39.5% | $273,972-82.1% |
| Participation rate | 52.4% | 79.1%-26.7pp | 75.8%-23.4pp | 83.0%-30.6pp |
| Annual return | 4.61% | 15.14%-10.5pp | 17.11%-12.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,063 | $4,869-78.2% | $3,715-71.4% | $4,869-78.2% |
| Participant deferral / active EE | $3,474 | $6,598-47.3% | $5,696-39.0% | $5,287-34.3% |
| Admin fee / account holder | $4,649 | $7,493-38.0% | $5,517-15.7% | $10,133-54.1% |