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 | $51,935 | $78,690-34.0% | $161,489-67.8% | $87,485-40.6% |
| Participation rate | 58.3% | 67.5%-9.1pp | 78.7%-20.4pp | 68.9%-10.6pp |
| Annual return | 17.83% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,092 | $2,588-57.8% | $4,268-74.4% | $2,596-57.9% |
| Participant deferral / active EE | $2,632 | $3,311-20.5% | $5,630-53.3% | $4,274-38.4% |
| Admin fee / account holder | $1,280 | $6,724-81.0% | $16,006-92.0% | $7,775-83.5% |