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 | $53,961 | $102,385-47.3% | $147,080-63.3% | $80,935-33.3% |
| Participation rate | 55.4% | 75.9%-20.5pp | 82.2%-26.8pp | 67.7%-12.3pp |
| Annual return | 12.94% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,047 | $3,717-18.0% | $4,933-38.2% | $2,757+10.5% |
| Participant deferral / active EE | $7,360 | $6,651+10.7% | $8,066-8.8% | $4,299+71.2% |
| Admin fee / account holder | $4,156 | $7,951-47.7% | $12,989-68.0% | $6,924-40.0% |