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 | $54,054 | $115,780-53.3% | $101,255-46.6% | $158,931-66.0% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 15.85% | 56.14%-40.3pp | 46.48%-30.6pp | 302.86%-287.0pp |
| Employer contribution / active EE | $1,591 | $4,175-61.9% | $3,660-56.5% | $4,761-66.6% |
| Participant deferral / active EE | $2,300 | $4,958-53.6% | $4,370-47.4% | $5,982-61.6% |
| Admin fee / account holder | $2,189 | $7,246-69.8% | $5,946-63.2% | $11,247-80.5% |