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 | $46,561 | $84,233-44.7% | $170,436-72.7% | $70,131-33.6% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 14.97% | 23.06%-8.1pp | 205.94%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,311 | $3,387-61.3% | $5,433-75.9% | $2,342-44.0% |
| Participant deferral / active EE | $3,776 | $3,086+22.4% | $4,939-23.5% | $3,332+13.3% |
| Admin fee / account holder | $1,225 | $5,698-78.5% | $13,880-91.2% | $4,645-73.6% |