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 | $48,892 | $90,486-46.0% | $78,676-37.9% | $273,972-82.2% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 6.15% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,313 | $3,175-58.7% | $2,850-53.9% | $4,869-73.0% |
| Participant deferral / active EE | $2,157 | $3,901-44.7% | $3,517-38.7% | $5,287-59.2% |
| Admin fee / account holder | $306 | $5,263-94.2% | $4,510-93.2% | $10,133-97.0% |