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 | $52,449 | $71,230-26.4% | $93,727-44.0% | $80,959-35.2% |
| Participation rate | 48.6% | 60.4%-11.7pp | 68.7%-20.1pp | 67.7%-19.0pp |
| Annual return | 18.12% | 11.26%+6.9pp | 133.83%-115.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,383 | $1,565-11.6% | $2,421-42.9% | $2,757-49.8% |
| Participant deferral / active EE | $4,089 | $4,037+1.3% | $4,417-7.4% | $4,300-4.9% |
| Admin fee / account holder | $1,130 | $6,961-83.8% | $8,292-86.4% | $6,925-83.7% |