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 | $51,113 | $87,060-41.3% | $105,591-51.6% | $80,911-36.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 12.99% | 17.05%-4.1pp | 116.43%-103.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,329 | $2,396-44.5% | $3,166-58.0% | $2,756-51.8% |
| Participant deferral / active EE | $2,658 | $3,986-33.3% | $5,008-46.9% | $4,297-38.2% |
| Admin fee / account holder | $1,282 | $8,442-84.8% | $11,024-88.4% | $6,935-81.5% |