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 | $54,920 | $77,638-29.3% | $156,551-64.9% | $62,881-12.7% |
| Participation rate | 68.0% | 71.2%-3.2pp | 84.0%-16.0pp | 69.3%-1.3pp |
| Annual return | 5.35% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,338 | $3,444-61.2% | $5,501-75.7% | $2,281-41.3% |
| Participant deferral / active EE | $1,863 | $3,046-38.8% | $4,871-61.8% | $3,203-41.8% |
| Admin fee / account holder | $10,202 | $5,561+83.4% | $13,028-21.7% | $4,296+137.5% |