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 | $50,859 | $77,638-34.5% | $156,551-67.5% | $62,881-19.1% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 18.90% | 50.33%-31.4pp | 32.23%-13.3pp | 20.14%-1.2pp |
| Employer contribution / active EE | $1,430 | $3,444-58.5% | $5,501-74.0% | $2,281-37.3% |
| Participant deferral / active EE | $2,767 | $3,046-9.1% | $4,871-43.2% | $3,203-13.6% |
| Admin fee / account holder | $11,225 | $5,561+101.8% | $13,028-13.8% | $4,296+161.3% |