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 | $48,851 | $76,551-36.2% | $123,894-60.6% | $62,881-22.3% |
| Participation rate | 53.2% | 73.0%-19.8pp | 81.4%-28.2pp | 69.3%-16.1pp |
| Annual return | 7.24% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $5,488 | $2,882+90.4% | $4,617+18.9% | $2,281+140.6% |
| Participant deferral / active EE | $3,710 | $4,840-23.3% | $5,984-38.0% | $3,203+15.8% |
| Admin fee / account holder | $929 | $4,826-80.7% | $8,357-88.9% | $4,296-78.4% |