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 | $58,832 | $86,949-32.3% | $102,460-42.6% | $80,959-27.3% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.7%-0.1pp |
| Annual return | 12.10% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,650 | $2,370-30.4% | $3,025-45.4% | $2,757-40.1% |
| Participant deferral / active EE | $3,798 | $4,121-7.8% | $5,056-24.9% | $4,300-11.7% |
| Admin fee / account holder | $1,340 | $8,048-83.3% | $9,460-85.8% | $6,925-80.6% |