Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,133 | $212,386-77.3% | $199,883-75.9% | $138,895-65.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 21.23% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,700 | $6,625-74.3% | $6,261-72.8% | $4,194-59.5% |
| Participant deferral / active EE | $3,906 | $9,617-59.4% | $9,138-57.3% | $6,396-38.9% |
| Admin fee / account holder | $1,306 | $18,233-92.8% | $17,268-92.4% | $12,562-89.6% |