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 | $56,559 | $78,705-28.1% | $117,857-52.0% | $70,131-19.4% |
| Participation rate | 57.9% | 73.2%-15.3pp | 79.7%-21.8pp | 69.5%-11.6pp |
| Annual return | 20.36% | 23.30%-2.9pp | 335.09%-314.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,435 | $2,223-35.4% | $3,786-62.1% | $2,342-38.7% |
| Participant deferral / active EE | $3,355 | $3,297+1.7% | $4,482-25.1% | $3,332+0.7% |
| Admin fee / account holder | $1,142 | $5,065-77.5% | $8,020-85.8% | $4,645-75.4% |