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 | $51,018 | $135,956-62.5% | $123,894-58.8% | $273,972-81.4% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 4.36% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,167 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $3,040 | $6,343-52.1% | $5,984-49.2% | $5,287-42.5% |
| Admin fee / account holder | $7,446 | $9,817-24.2% | $8,357-10.9% | $10,133-26.5% |