Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,497 | $75,058-30.1% | $152,301-65.5% | $64,340-18.4% |
| Participation rate | 26.7% | 60.9%-34.2pp | 82.4%-55.8pp | 55.2%-28.6pp |
| Annual return | 18.64% | 29.93%-11.3pp | 80.50%-61.9pp | 24.14%-5.5pp |
| Employer contribution / active EE | $1,914 | $2,605-26.5% | $4,624-58.6% | $1,862+2.8% |
| Participant deferral / active EE | $2,488 | $5,041-50.7% | $8,004-68.9% | $2,980-16.5% |
| Admin fee / account holder | $7,835 | $4,050+93.4% | $14,398-45.6% | $3,703+111.6% |