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 | $50,171 | $84,236-40.4% | $170,435-70.6% | $70,126-28.5% |
| Participation rate | 50.8% | 70.8%-20.0pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 17.94% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,120 | $3,387-37.4% | $5,432-61.0% | $2,343-9.5% |
| Participant deferral / active EE | $1,587 | $3,086-48.6% | $4,939-67.9% | $3,332-52.4% |
| Admin fee / account holder | $2,084 | $5,698-63.4% | $13,881-85.0% | $4,645-55.1% |