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 | $52,371 | $91,179-42.6% | $178,499-70.7% | $79,852-34.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 13.34% | 24.19%-10.9pp | 151.10%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,825 | $3,256-43.9% | $5,011-63.6% | $2,471-26.1% |
| Participant deferral / active EE | $2,052 | $3,236-36.6% | $5,202-60.6% | $3,740-45.1% |
| Admin fee / account holder | $1,772 | $6,749-73.7% | $13,986-87.3% | $5,306-66.6% |