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 | $50,823 | $70,684-28.1% | $169,390-70.0% | $75,173-32.4% |
| Participation rate | 51.0% | 64.8%-13.8pp | 77.2%-26.2pp | 67.2%-16.2pp |
| Annual return | 15.24% | 36.38%-21.1pp | 406.07%-390.8pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,458 | $2,211-34.0% | $4,013-63.7% | $2,671-45.4% |
| Participant deferral / active EE | $2,153 | $4,310-50.0% | $6,222-65.4% | $4,126-47.8% |
| Admin fee / account holder | $3,361 | $5,404-37.8% | $9,015-62.7% | $5,651-40.5% |