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 | $45,443 | $56,134-19.0% | $96,171-52.7% | $85,847-47.1% |
| Participation rate | 55.6% | 56.7%-1.2pp | 68.4%-12.9pp | 69.3%-13.8pp |
| Annual return | 22.79% | 42.30%-19.5pp | 192.04%-169.3pp | 318.61%-295.8pp |
| Employer contribution / active EE | $1,278 | $1,620-21.1% | $2,799-54.3% | $2,565-50.2% |
| Participant deferral / active EE | $1,795 | $2,858-37.2% | $4,350-58.7% | $3,952-54.6% |
| Admin fee / account holder | $1,297 | $3,769-65.6% | $5,538-76.6% | $6,261-79.3% |