Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,516 | $91,559-47.0% | $133,978-63.8% | $79,856-39.2% |
| Participation rate | 50.8% | 73.3%-22.6pp | 79.8%-29.1pp | 69.6%-18.9pp |
| Annual return | 13.79% | 61.85%-48.1pp | 45.10%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,043 | $2,384-56.3% | $3,919-73.4% | $2,471-57.8% |
| Participant deferral / active EE | $2,043 | $3,734-45.3% | $5,047-59.5% | $3,741-45.4% |
| Admin fee / account holder | $26,805 | $6,321+324.0% | $8,930+200.2% | $5,306+405.1% |