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 | $53,456 | $73,978-27.7% | $96,515-44.6% | $75,173-28.9% |
| Participation rate | 49.4% | 66.4%-17.0pp | 74.3%-24.9pp | 67.2%-17.8pp |
| Annual return | 21.46% | 26.72%-5.3pp | 35.73%-14.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $2,293 | $2,931-21.8% | $3,740-38.7% | $2,671-14.1% |
| Participant deferral / active EE | $4,921 | $3,660+34.5% | $4,880+0.9% | $4,126+19.3% |
| Admin fee / account holder | $4,804 | $5,219-8.0% | $6,735-28.7% | $5,651-15.0% |