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 | $52,615 | $63,861-17.6% | $104,614-49.7% | $79,858-34.1% |
| Participation rate | 39.4% | 64.9%-25.5pp | 74.1%-34.7pp | 69.6%-30.2pp |
| Annual return | 16.17% | 21.30%-5.1pp | 340.56%-324.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $1,519 | $1,588-4.4% | $2,681-43.3% | $2,471-38.5% |
| Participant deferral / active EE | $3,215 | $2,693+19.4% | $3,739-14.0% | $3,740-14.0% |
| Admin fee / account holder | $2,922 | $4,185-30.2% | $6,464-54.8% | $5,306-44.9% |