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 | $45,530 | $84,236-45.9% | $170,435-73.3% | $70,126-35.1% |
| Participation rate | 48.7% | 70.8%-22.1pp | 83.6%-34.9pp | 69.5%-20.8pp |
| Annual return | 13.79% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,363 | $3,387-59.8% | $5,432-74.9% | $2,343-41.8% |
| Participant deferral / active EE | $1,487 | $3,086-51.8% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $8,146 | $5,698+43.0% | $13,881-41.3% | $4,645+75.3% |