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 | $54,548 | $80,992-32.7% | $96,534-43.5% | $75,173-27.4% |
| Participation rate | 62.9% | 71.8%-8.9pp | 76.0%-13.1pp | 67.2%-4.3pp |
| Annual return | 26.79% | 27.05%-0.3pp | 25.88%+0.9pp | 160.72%-133.9pp |
| Employer contribution / active EE | $3,088 | $2,283+35.3% | $2,965+4.1% | $2,671+15.6% |
| Participant deferral / active EE | $5,630 | $3,929+43.3% | $4,851+16.1% | $4,126+36.4% |
| Admin fee / account holder | $15,650 | $6,717+133.0% | $8,253+89.6% | $5,651+177.0% |