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 | $44,253 | $85,766-48.4% | $136,298-67.5% | $70,126-36.9% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 17.31% | 31.46%-14.1pp | 5156.27%-5139.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,295 | $2,966-22.6% | $4,696-51.1% | $2,343-2.0% |
| Participant deferral / active EE | $3,162 | $5,051-37.4% | $6,247-49.4% | $3,332-5.1% |
| Admin fee / account holder | $1,223 | $5,421-77.4% | $9,244-86.8% | $4,645-73.7% |