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 | $47,705 | $76,407-37.6% | $150,298-68.3% | $82,448-42.1% |
| Participation rate | 47.7% | 66.4%-18.7pp | 77.8%-30.1pp | 68.1%-20.4pp |
| Annual return | 16.99% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,711 | $2,614-34.5% | $4,154-58.8% | $2,551-32.9% |
| Participant deferral / active EE | $3,227 | $3,214+0.4% | $5,453-40.8% | $4,139-22.0% |
| Admin fee / account holder | $2,219 | $6,352-65.1% | $14,116-84.3% | $7,234-69.3% |