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 | $56,574 | $135,956-58.4% | $123,894-54.3% | $273,972-79.4% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 4.42% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,903 | $5,170-63.2% | $4,617-58.8% | $4,869-60.9% |
| Participant deferral / active EE | $4,789 | $6,343-24.5% | $5,984-20.0% | $5,287-9.4% |
| Admin fee / account holder | $6,631 | $9,817-32.5% | $8,357-20.7% | $10,133-34.6% |