Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,196 | $77,814-59.9% | $158,223-80.3% | $86,983-64.1% |
| Participation rate | 48.5% | 68.4%-20.0pp | 79.2%-30.7pp | 69.5%-21.1pp |
| Annual return | 16.12% | 30.54%-14.4pp | 52.09%-36.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,253 | $2,592-51.6% | $4,109-69.5% | $2,584-51.5% |
| Participant deferral / active EE | $2,373 | $3,270-27.4% | $5,467-56.6% | $4,194-43.4% |
| Admin fee / account holder | $1,484 | $5,879-74.8% | $16,047-90.8% | $7,856-81.1% |