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 | $50,761 | $88,672-42.8% | $105,223-51.8% | $82,448-38.4% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 13.29% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,246 | $3,048-26.3% | $3,689-39.1% | $2,551-12.0% |
| Participant deferral / active EE | $2,833 | $4,036-29.8% | $5,072-44.1% | $4,139-31.6% |
| Admin fee / account holder | $4,407 | $7,146-38.3% | $8,859-50.3% | $7,234-39.1% |