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 | $45,455 | $154,193-70.5% | $130,045-65.0% | $139,466-67.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.24% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $2,214 | $5,292-58.2% | $4,321-48.8% | $4,754-53.4% |
| Participant deferral / active EE | $4,246 | $6,709-36.7% | $5,820-27.0% | $6,712-36.7% |
| Admin fee / account holder | $3,971 | $13,989-71.6% | $10,600-62.5% | $11,409-65.2% |