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 | $53,861 | $129,737-58.5% | $119,126-54.8% | $154,746-65.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.55% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,863 | $4,375-57.4% | $4,034-53.8% | $4,379-57.5% |
| Participant deferral / active EE | $5,292 | $5,842-9.4% | $5,318-0.5% | $6,730-21.4% |
| Admin fee / account holder | $4,736 | $11,961-60.4% | $10,693-55.7% | $14,365-67.0% |