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 | $56,092 | $90,486-38.0% | $78,676-28.7% | $273,972-79.5% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 4.49% | 75.62%-71.1pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $769 | $3,175-75.8% | $2,850-73.0% | $4,869-84.2% |
| Participant deferral / active EE | $5,556 | $3,901+42.4% | $3,517+58.0% | $5,287+5.1% |
| Admin fee / account holder | $318 | $5,263-94.0% | $4,510-93.0% | $10,133-96.9% |