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 | $51,649 | $85,766-39.8% | $136,298-62.1% | $70,126-26.3% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 17.82% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,542 | $2,966-14.3% | $4,696-45.9% | $2,343+8.5% |
| Participant deferral / active EE | $5,594 | $5,051+10.7% | $6,247-10.5% | $3,332+67.9% |
| Admin fee / account holder | $1,565 | $5,421-71.1% | $9,244-83.1% | $4,645-66.3% |