Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,903 | $106,749-51.4% | $145,433-64.3% | $82,448-37.0% |
| Participation rate | 39.5% | 75.6%-36.1pp | 82.1%-42.6pp | 68.1%-28.6pp |
| Annual return | 15.53% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,060 | $3,444-69.2% | $4,554-76.7% | $2,551-58.4% |
| Participant deferral / active EE | $3,812 | $6,519-41.5% | $7,897-51.7% | $4,139-7.9% |
| Admin fee / account holder | $4,185 | $8,390-50.1% | $13,129-68.1% | $7,234-42.2% |