Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $57,807 | $81,262-28.9% | $155,602-62.8% | $80,911-28.6% |
| Participation rate | 50.8% | 66.2%-15.4pp | 78.2%-27.4pp | 67.6%-16.8pp |
| Annual return | 18.47% | 33.34%-14.9pp | 64.81%-46.3pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,175 | $3,102-29.9% | $4,675-53.5% | $2,756-21.1% |
| Participant deferral / active EE | $2,479 | $3,451-28.2% | $5,629-56.0% | $4,297-42.3% |
| Admin fee / account holder | $46,756 | $7,992+485.0% | $15,923+193.6% | $6,935+574.2% |