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 | $67,277 | $88,672-24.1% | $105,223-36.1% | $82,448-18.4% |
| Participation rate | 60.8% | 67.9%-7.1pp | 75.0%-14.3pp | 68.1%-7.3pp |
| Annual return | 13.29% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,893 | $3,048-37.9% | $3,689-48.7% | $2,551-25.8% |
| Participant deferral / active EE | $2,931 | $4,036-27.4% | $5,072-42.2% | $4,139-29.2% |
| Admin fee / account holder | $16,704 | $7,146+133.8% | $8,859+88.6% | $7,234+130.9% |