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 | $51,125 | $71,197-28.2% | $93,669-45.4% | $80,925-36.8% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.7%-18.5pp |
| Annual return | 12.51% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,003 | $1,565-35.9% | $2,424-58.6% | $2,756-63.6% |
| Participant deferral / active EE | $2,249 | $4,036-44.3% | $4,416-49.1% | $4,299-47.7% |
| Admin fee / account holder | $3,642 | $6,959-47.7% | $8,291-56.1% | $6,940-47.5% |