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 | $52,438 | $107,733-51.3% | $92,985-43.6% | $154,746-66.1% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 19.88% | 30.39%-10.5pp | 27.99%-8.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $993 | $3,126-68.2% | $2,662-62.7% | $4,379-77.3% |
| Participant deferral / active EE | $2,057 | $5,053-59.3% | $4,377-53.0% | $6,730-69.4% |
| Admin fee / account holder | $3,326 | $11,369-70.7% | $9,463-64.9% | $14,365-76.8% |