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 | $56,109 | $101,778-44.9% | $164,975-66.0% | $80,925-30.7% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.7%-15.9pp |
| Annual return | 15.52% | 16.73%-1.2pp | 70.12%-54.6pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,718 | $2,954-41.8% | $4,343-60.4% | $2,756-37.7% |
| Participant deferral / active EE | $2,072 | $4,477-53.7% | $6,033-65.7% | $4,299-51.8% |
| Admin fee / account holder | $3,054 | $8,221-62.9% | $12,688-75.9% | $6,940-56.0% |