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 | $50,069 | $84,236-40.6% | $170,435-70.6% | $70,126-28.6% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 15.25% | 23.06%-7.8pp | 205.94%-190.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $530 | $3,387-84.4% | $5,432-90.2% | $2,343-77.4% |
| Participant deferral / active EE | $4,672 | $3,086+51.4% | $4,939-5.4% | $3,332+40.2% |
| Admin fee / account holder | $11,132 | $5,698+95.3% | $13,881-19.8% | $4,645+139.6% |