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 | $49,795 | $89,367-44.3% | $141,191-64.7% | $72,975-31.8% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 21.59% | 111.87%-90.3pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,245 | $3,115-60.0% | $4,736-73.7% | $2,440-49.0% |
| Participant deferral / active EE | $4,281 | $5,419-21.0% | $6,710-36.2% | $3,608+18.7% |
| Admin fee / account holder | $5,344 | $5,957-10.3% | $10,264-47.9% | $5,124+4.3% |