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 | $75,541-37.1% | $152,093-68.8% | $82,637-42.5% |
| Participation rate | 44.2% | 66.5%-22.4pp | 77.8%-33.6pp | 68.1%-23.9pp |
| Annual return | 20.28% | 32.56%-12.3pp | 66.36%-46.1pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,695 | $2,622-35.4% | $4,175-59.4% | $2,552-33.6% |
| Participant deferral / active EE | $2,466 | $3,206-23.1% | $5,451-54.8% | $4,126-40.2% |
| Admin fee / account holder | $458 | $6,405-92.8% | $14,497-96.8% | $7,339-93.8% |