Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,357 | $56,894-15.0% | $84,753-42.9% | $62,881-23.1% |
| Participation rate | 48.0% | 68.5%-20.5pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | 7.75% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,484 | $2,400-38.2% | $3,574-58.5% | $2,281-34.9% |
| Participant deferral / active EE | $3,075 | $2,709+13.5% | $3,712-17.2% | $3,203-4.0% |
| Admin fee / account holder | $2,734 | $3,581-23.7% | $5,333-48.7% | $4,296-36.4% |