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 | $55,240 | $100,194-44.9% | $122,979-55.1% | $86,983-36.5% |
| Participation rate | 41.9% | 73.0%-31.0pp | 77.2%-35.3pp | 69.5%-27.6pp |
| Annual return | 17.56% | 16.47%+1.1pp | 20.12%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,195 | $2,326-48.6% | $3,062-61.0% | $2,584-53.8% |
| Participant deferral / active EE | $2,620 | $4,133-36.6% | $5,003-47.6% | $4,194-37.5% |
| Admin fee / account holder | $1,952 | $10,148-80.8% | $12,864-84.8% | $7,856-75.1% |