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 | $52,673 | $81,233-35.2% | $155,567-66.1% | $80,874-34.9% |
| Participation rate | 45.7% | 66.2%-20.5pp | 78.2%-32.5pp | 67.6%-21.9pp |
| Annual return | 10.72% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,210 | $3,101-61.0% | $4,674-74.1% | $2,756-56.1% |
| Participant deferral / active EE | $2,665 | $3,452-22.8% | $5,628-52.6% | $4,297-38.0% |
| Admin fee / account holder | $3,250 | $7,998-59.4% | $15,916-79.6% | $6,935-53.1% |