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 | $48,397 | $87,132-44.5% | $105,624-54.2% | $80,959-40.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 11.92% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,768 | $2,397-26.3% | $3,168-44.2% | $2,757-35.9% |
| Participant deferral / active EE | $3,066 | $3,985-23.1% | $5,013-38.8% | $4,300-28.7% |
| Admin fee / account holder | $2,292 | $8,449-72.9% | $10,961-79.1% | $6,925-66.9% |