Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,118 | $55,457-11.4% | $77,361-36.5% | $94,015-47.8% |
| Participation rate | 59.7% | 69.8%-10.1pp | 75.0%-15.2pp | 70.8%-11.1pp |
| Annual return | 14.55% | 15.57%-1.0pp | 1011.54%-997.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,710 | $2,255-24.1% | $2,990-42.8% | $2,790-38.7% |
| Participant deferral / active EE | $3,246 | $3,069+5.8% | $3,911-17.0% | $4,249-23.6% |
| Admin fee / account holder | $1,175 | $4,334-72.9% | $5,894-80.1% | $8,951-86.9% |