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 | $50,131 | $77,920-35.7% | $149,723-66.5% | $75,177-33.3% |
| Participation rate | 46.4% | 65.6%-19.2pp | 78.8%-32.4pp | 67.2%-20.8pp |
| Annual return | 14.87% | 31.72%-16.9pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $873 | $3,138-72.2% | $4,821-81.9% | $2,671-67.3% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,682-52.6% | $4,126-34.7% |
| Admin fee / account holder | $2,226 | $5,951-62.6% | $13,215-83.2% | $5,651-60.6% |