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 | $45,996 | $56,110-18.0% | $94,993-51.6% | $70,126-34.4% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.9%-16.0pp | 69.5%-11.6pp |
| Annual return | 24.34% | 51.02%-26.7pp | 27.14%-2.8pp | 73.15%-48.8pp |
| Employer contribution / active EE | $874 | $1,442-39.4% | $2,603-66.4% | $2,343-62.7% |
| Participant deferral / active EE | $4,403 | $2,391+84.1% | $3,317+32.7% | $3,332+32.1% |
| Admin fee / account holder | $14,893 | $3,456+330.9% | $4,960+200.2% | $4,645+220.6% |