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 | $46,149 | $81,331-43.3% | $155,534-70.3% | $80,935-43.0% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 11.68% | 33.37%-21.7pp | 64.92%-53.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,370 | $3,105-55.9% | $4,675-70.7% | $2,757-50.3% |
| Participant deferral / active EE | $3,755 | $3,454+8.7% | $5,630-33.3% | $4,299-12.7% |
| Admin fee / account holder | $111,332 | $7,999+1291.8% | $15,900+600.2% | $6,924+1507.8% |