Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,287 | $87,465-44.8% | $122,979-60.7% | $65,306-26.1% |
| Participation rate | 42.5% | 66.0%-23.6pp | 77.2%-34.7pp | 57.7%-15.2pp |
| Annual return | 14.50% | 19.76%-5.3pp | 20.12%-5.6pp | 21.94%-7.4pp |
| Employer contribution / active EE | $1,444 | $2,156-33.0% | $3,062-52.8% | $1,967-26.6% |
| Participant deferral / active EE | $2,438 | $3,705-34.2% | $5,003-51.3% | $2,959-17.6% |
| Admin fee / account holder | $7,568 | $5,100+48.4% | $12,864-41.2% | $3,480+117.5% |