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 | $59,283 | $95,415-37.9% | $185,851-68.1% | $85,851-30.9% |
| Participation rate | 53.6% | 68.8%-15.1pp | 81.7%-28.1pp | 69.3%-15.7pp |
| Annual return | 16.98% | 23.59%-6.6pp | 122.11%-105.1pp | 318.63%-301.7pp |
| Employer contribution / active EE | $1,401 | $3,314-57.7% | $5,168-72.9% | $2,565-45.4% |
| Participant deferral / active EE | $1,948 | $3,424-43.1% | $5,569-65.0% | $3,952-50.7% |
| Admin fee / account holder | $4,143 | $7,215-42.6% | $16,245-74.5% | $6,261-33.8% |