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 | $47,503 | $77,814-39.0% | $158,223-70.0% | $86,983-45.4% |
| Participation rate | 44.2% | 68.4%-24.2pp | 79.2%-35.0pp | 69.5%-25.4pp |
| Annual return | 20.28% | 30.54%-10.3pp | 52.09%-31.8pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,695 | $2,592-34.6% | $4,109-58.7% | $2,584-34.4% |
| Participant deferral / active EE | $2,466 | $3,270-24.6% | $5,467-54.9% | $4,194-41.2% |
| Admin fee / account holder | $458 | $5,879-92.2% | $16,047-97.1% | $7,856-94.2% |