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 | $51,085 | $65,703-22.2% | $94,228-45.8% | $59,633-14.3% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | 1.02% | 5.22%-4.2pp | 10.68%-9.7pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $1,308 | $2,021-35.2% | $3,587-63.5% | $2,203-40.6% |
| Participant deferral / active EE | $2,873 | $3,143-8.6% | $4,320-33.5% | $3,192-10.0% |
| Admin fee / account holder | $19,481 | $4,264+356.8% | $6,269+210.7% | $4,297+353.4% |