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 | $51,567 | $84,236-38.8% | $170,435-69.7% | $70,126-26.5% |
| Participation rate | 32.4% | 70.8%-38.4pp | 83.6%-51.2pp | 69.5%-37.1pp |
| Annual return | 12.51% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,837 | $3,387-45.8% | $5,432-66.2% | $2,343-21.6% |
| Participant deferral / active EE | $3,625 | $3,086+17.5% | $4,939-26.6% | $3,332+8.8% |
| Admin fee / account holder | $3,068 | $5,698-46.2% | $13,881-77.9% | $4,645-34.0% |