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 | $52,179 | $76,407-31.7% | $150,298-65.3% | $82,448-36.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 13.61% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,574 | $2,614-39.8% | $4,154-62.1% | $2,551-38.3% |
| Participant deferral / active EE | $3,311 | $3,214+3.0% | $5,453-39.3% | $4,139-20.0% |
| Admin fee / account holder | $14,830 | $6,352+133.5% | $14,116+5.1% | $7,234+105.0% |