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 | $50,728 | $135,905-62.7% | $126,068-59.8% | $198,609-74.5% |
| Participation rate | 5.6% | 85.6%-80.1pp | 84.7%-79.1pp | 82.4%-76.8pp |
| Annual return | 7.18% | 14.07%-6.9pp | 15.01%-7.8pp | 202.70%-195.5pp |
| Employer contribution / active EE | $2,671 | $4,245-37.1% | $3,968-32.7% | $5,055-47.2% |
| Participant deferral / active EE | $5,484 | $8,523-35.7% | $8,214-33.2% | $6,977-21.4% |
| Admin fee / account holder | $57,790 | $21,036+174.7% | $18,264+216.4% | $19,030+203.7% |