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 | $47,011 | $91,198-48.5% | $178,503-73.7% | $79,856-41.1% |
| Participation rate | 39.7% | 69.2%-29.6pp | 81.9%-42.3pp | 69.6%-30.0pp |
| Annual return | 18.74% | 24.20%-5.5pp | 151.12%-132.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,063 | $3,257-36.6% | $5,011-58.8% | $2,471-16.5% |
| Participant deferral / active EE | $3,633 | $3,237+12.2% | $5,202-30.2% | $3,741-2.9% |
| Admin fee / account holder | $565 | $6,748-91.6% | $13,987-96.0% | $5,306-89.4% |