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 | $50,916 | $56,894-10.5% | $84,753-39.9% | $62,881-19.0% |
| Participation rate | 41.4% | 68.5%-27.2pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 8.13% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,080 | $2,400-55.0% | $3,574-69.8% | $2,281-52.6% |
| Participant deferral / active EE | $2,487 | $2,709-8.2% | $3,712-33.0% | $3,203-22.4% |
| Admin fee / account holder | $888 | $3,581-75.2% | $5,333-83.3% | $4,296-79.3% |