Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,240 | $91,198-42.7% | $178,503-70.7% | $79,856-34.6% |
| Participation rate | 48.3% | 69.2%-20.9pp | 81.9%-33.6pp | 69.6%-21.3pp |
| Annual return | 71.70% | 24.20%+47.5pp | 151.12%-79.4pp | 31.71%+40.0pp |
| Employer contribution / active EE | $2,977 | $3,257-8.6% | $5,011-40.6% | $2,471+20.5% |
| Participant deferral / active EE | $2,433 | $3,237-24.8% | $5,202-53.2% | $3,741-34.9% |
| Admin fee / account holder | $5,910 | $6,748-12.4% | $13,987-57.7% | $5,306+11.4% |