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 | $41,883 | $78,690-46.8% | $161,489-74.1% | $87,485-52.1% |
| Participation rate | 50.9% | 67.5%-16.6pp | 78.7%-27.8pp | 68.9%-18.1pp |
| Annual return | 14.93% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,498 | $2,588+35.1% | $4,268-18.1% | $2,596+34.7% |
| Participant deferral / active EE | $2,070 | $3,311-37.5% | $5,630-63.2% | $4,274-51.6% |
| Admin fee / account holder | $3,726 | $6,724-44.6% | $16,006-76.7% | $7,775-52.1% |