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 | $48,144 | $101,752-52.7% | $164,928-70.8% | $80,911-40.5% |
| Participation rate | 53.1% | 71.8%-18.7pp | 78.6%-25.5pp | 67.6%-14.5pp |
| Annual return | 10.68% | 16.73%-6.0pp | 70.08%-59.4pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,172 | $2,953-60.3% | $4,343-73.0% | $2,756-57.5% |
| Participant deferral / active EE | $4,213 | $4,477-5.9% | $6,034-30.2% | $4,297-2.0% |
| Admin fee / account holder | $548 | $8,218-93.3% | $12,684-95.7% | $6,935-92.1% |