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 | $51,947 | $76,551-32.1% | $123,894-58.1% | $62,881-17.4% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 7.35% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,132 | $2,882-60.7% | $4,617-75.5% | $2,281-50.4% |
| Participant deferral / active EE | $4,785 | $4,840-1.1% | $5,984-20.0% | $3,203+49.4% |
| Admin fee / account holder | $1,967 | $4,826-59.2% | $8,357-76.5% | $4,296-54.2% |