Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $50,832 | $108,825-53.3% | $156,181-67.5% | $82,448-38.3% |
| Participation rate | 54.1% | 72.4%-18.3pp | 78.8%-24.8pp | 68.1%-14.0pp |
| Annual return | 15.53% | 20.59%-5.1pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,619 | $2,870-43.6% | $4,294-62.3% | $2,551-36.5% |
| Participant deferral / active EE | $3,823 | $4,577-16.5% | $6,132-37.7% | $4,139-7.6% |
| Admin fee / account holder | $2,580 | $9,341-72.4% | $14,586-82.3% | $7,234-64.3% |