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 | $48,691 | $77,920-37.5% | $149,723-67.5% | $75,177-35.2% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,273 | $3,138-59.4% | $4,821-73.6% | $2,671-52.3% |
| Participant deferral / active EE | $3,275 | $3,411-4.0% | $5,682-42.4% | $4,126-20.6% |
| Admin fee / account holder | $11,549 | $5,951+94.1% | $13,215-12.6% | $5,651+104.4% |