Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,002 | $95,959-47.9% | $97,411-48.7% | $138,895-64.0% |
| Participation rate | 47.4% | 81.8%-34.5pp | 80.4%-33.0pp | 79.9%-32.6pp |
| Annual return | 15.64% | 29.30%-13.7pp | 34.72%-19.1pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,292 | $4,278-69.8% | $4,210-69.3% | $4,194-69.2% |
| Participant deferral / active EE | $1,563 | $5,876-73.4% | $5,886-73.4% | $6,396-75.6% |
| Admin fee / account holder | $3,691 | $7,555-51.1% | $7,145-48.3% | $12,562-70.6% |