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 | $88,360-40.6% | $145,433-63.9% | $67,986-22.8% |
| Participation rate | 26.7% | 65.5%-38.8pp | 82.1%-55.5pp | 57.2%-30.5pp |
| Annual return | 18.64% | 63.15%-44.5pp | 66.58%-47.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1,914 | $3,054-37.3% | $4,554-58.0% | $2,019-5.2% |
| Participant deferral / active EE | $2,488 | $5,932-58.1% | $7,897-68.5% | $3,358-25.9% |
| Admin fee / account holder | $7,835 | $3,313+136.5% | $13,129-40.3% | $3,203+144.6% |