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 | $50,830 | $99,345-48.8% | $84,753-40.0% | $273,972-81.4% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 7.88% | 22.93%-15.1pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,682 | $4,214-60.1% | $3,574-52.9% | $4,869-65.4% |
| Participant deferral / active EE | $3,086 | $4,270-27.7% | $3,712-16.9% | $5,287-41.6% |
| Admin fee / account holder | $3,692 | $6,645-44.4% | $5,333-30.8% | $10,133-63.6% |