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 | $77,897 | $58,523+33.1% | $99,470-21.7% | $72,983+6.7% |
| Participation rate | 56.3% | 64.6%-8.4pp | 73.8%-17.6pp | 69.5%-13.2pp |
| Annual return | 17.39% | 28.51%-11.1pp | 30.72%-13.3pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,067 | $1,512-29.4% | $2,540-58.0% | $2,440-56.3% |
| Participant deferral / active EE | $2,101 | $2,606-19.4% | $3,619-41.9% | $3,608-41.8% |
| Admin fee / account holder | $2,605 | $4,102-36.5% | $6,252-58.3% | $5,124-49.2% |