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 | $50,851 | $39,162+29.8% | $100,671-49.5% | $59,633-14.7% |
| Participation rate | 60.0% | 55.9%+4.1pp | 70.7%-10.7pp | 68.7%-8.7pp |
| Annual return | -0.44% | 21.07%-21.5pp | 20.43%-20.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $641 | $1,151-44.3% | $4,012-84.0% | $2,203-70.9% |
| Participant deferral / active EE | $1,787 | $1,992-10.3% | $3,144-43.2% | $3,192-44.0% |
| Admin fee / account holder | $2,248 | $2,969-24.3% | $4,850-53.7% | $4,297-47.7% |