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 | $53,951 | $108,825-50.4% | $156,181-65.5% | $82,448-34.6% |
| Participation rate | 65.4% | 72.4%-7.0pp | 78.8%-13.4pp | 68.1%-2.7pp |
| Annual return | 14.04% | 20.59%-6.6pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,128 | $2,870-60.7% | $4,294-73.7% | $2,551-55.8% |
| Participant deferral / active EE | $4,846 | $4,577+5.9% | $6,132-21.0% | $4,139+17.1% |
| Admin fee / account holder | $671 | $9,341-92.8% | $14,586-95.4% | $7,234-90.7% |