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 | $49,399 | $49,236+0.3% | $70,455-29.9% | $79,860-38.1% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 9.20% | 30.07%-20.9pp | 109.06%-99.9pp | 31.72%-22.5pp |
| Employer contribution / active EE | $1,165 | $2,100-44.5% | $2,737-57.4% | $2,471-52.9% |
| Participant deferral / active EE | $1,165 | $2,769-57.9% | $3,709-68.6% | $3,740-68.9% |
| Admin fee / account holder | $1,302 | $2,877-54.7% | $3,845-66.1% | $5,306-75.5% |