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 | $51,319 | $102,422-49.9% | $147,117-65.1% | $80,959-36.6% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 12.25% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,620 | $3,717-56.4% | $4,932-67.2% | $2,757-41.3% |
| Participant deferral / active EE | $3,691 | $6,652-44.5% | $8,065-54.2% | $4,300-14.2% |
| Admin fee / account holder | $3,711 | $7,953-53.3% | $12,993-71.4% | $6,925-46.4% |