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 | $46,611 | $72,404-35.6% | $110,243-57.7% | $64,173-27.4% |
| Participation rate | 64.9% | 73.3%-8.4pp | 79.8%-14.9pp | 69.6%-4.7pp |
| Annual return | 17.04% | -6.29%+23.3pp | 314.76%-297.7pp | 7.63%+9.4pp |
| Employer contribution / active EE | $1,628 | $2,282-28.7% | $3,827-57.5% | $2,381-31.6% |
| Participant deferral / active EE | $4,094 | $3,469+18.0% | $4,672-12.4% | $3,470+18.0% |
| Admin fee / account holder | $14,414 | $5,664+154.5% | $8,548+68.6% | $4,887+194.9% |