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 | $45,963 | $71,197-35.4% | $93,669-50.9% | $80,925-43.2% |
| Participation rate | 63.9% | 60.4%+3.5pp | 68.7%-4.8pp | 67.7%-3.8pp |
| Annual return | 13.90% | 11.27%+2.6pp | 133.59%-119.7pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,389 | $1,565-11.3% | $2,424-42.7% | $2,756-49.6% |
| Participant deferral / active EE | $3,274 | $4,036-18.9% | $4,416-25.9% | $4,299-23.8% |
| Admin fee / account holder | $482 | $6,959-93.1% | $8,291-94.2% | $6,940-93.1% |