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 | $50,968 | $124,980-59.2% | $108,359-53.0% | $154,746-67.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 19.76% | 45.00%-25.2pp | 36.89%-17.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $938 | $2,851-67.1% | $2,399-60.9% | $4,379-78.6% |
| Participant deferral / active EE | $3,604 | $4,743-24.0% | $4,137-12.9% | $6,730-46.4% |
| Admin fee / account holder | $410 | $11,502-96.4% | $9,741-95.8% | $14,365-97.1% |