Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,249 | $91,559-21.1% | $133,959-46.1% | $79,858-9.5% |
| Participation rate | 49.2% | 73.3%-24.1pp | 79.8%-30.6pp | 69.6%-20.4pp |
| Annual return | 15.30% | 61.85%-46.5pp | 45.09%-29.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,661 | $2,384-30.3% | $3,919-57.6% | $2,471-32.8% |
| Participant deferral / active EE | $4,198 | $3,734+12.4% | $5,047-16.8% | $3,740+12.2% |
| Admin fee / account holder | $11,797 | $6,321+86.6% | $8,928+32.1% | $5,306+122.3% |