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 | $50,111 | $85,766-41.6% | $136,298-63.2% | $70,126-28.5% |
| Participation rate | 51.4% | 74.2%-22.8pp | 81.9%-30.6pp | 69.5%-18.2pp |
| Annual return | 17.67% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $707 | $2,966-76.2% | $4,696-84.9% | $2,343-69.8% |
| Participant deferral / active EE | $3,520 | $5,051-30.3% | $6,247-43.7% | $3,332+5.6% |
| Admin fee / account holder | $1,749 | $5,421-67.7% | $9,244-81.1% | $4,645-62.3% |