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 | $42,078 | $96,491-56.4% | $75,894-44.6% | $152,885-72.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 21.35% | 33.98%-12.6pp | 30.76%-9.4pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,374 | $3,310-58.5% | $2,501-45.1% | $4,763-71.2% |
| Participant deferral / active EE | $2,058 | $4,553-54.8% | $3,603-42.9% | $5,851-64.8% |
| Admin fee / account holder | $4,614 | $8,079-42.9% | $5,420-14.9% | $11,598-60.2% |