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 | $41,180 | $72,404-43.1% | $110,241-62.6% | $64,181-35.8% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 21.56% | -6.29%+27.8pp | 314.75%-293.2pp | 7.63%+13.9pp |
| Employer contribution / active EE | $1,802 | $2,282-21.0% | $3,827-52.9% | $2,381-24.3% |
| Participant deferral / active EE | $3,572 | $3,469+3.0% | $4,672-23.5% | $3,470+3.0% |
| Admin fee / account holder | $1,924 | $5,664-66.0% | $8,548-77.5% | $4,887-60.6% |