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 | $53,152 | $58,851-9.7% | $115,170-53.8% | $72,975-27.2% |
| Participation rate | 48.6% | 65.5%-17.0pp | 75.9%-27.3pp | 69.5%-20.9pp |
| Annual return | 22.49% | 23.16%-0.7pp | 35.60%-13.1pp | 81.01%-58.5pp |
| Employer contribution / active EE | $972 | $1,798-45.9% | $3,179-69.4% | $2,440-60.2% |
| Participant deferral / active EE | $2,390 | $2,643-9.6% | $4,169-42.7% | $3,608-33.7% |
| Admin fee / account holder | $928 | $6,370-85.4% | $7,089-86.9% | $5,124-81.9% |