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 | $49,040 | $75,541-35.1% | $152,093-67.8% | $82,637-40.7% |
| Participation rate | 38.8% | 66.5%-27.8pp | 77.8%-39.0pp | 68.1%-29.3pp |
| Annual return | 19.03% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,053 | $2,622-59.9% | $4,175-74.8% | $2,552-58.8% |
| Participant deferral / active EE | $1,707 | $3,206-46.7% | $5,451-68.7% | $4,126-58.6% |
| Admin fee / account holder | $1,359 | $6,405-78.8% | $14,497-90.6% | $7,339-81.5% |