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 | $74,565 | $52,306+42.6% | $69,779+6.9% | $62,881+18.6% |
| Participation rate | 48.9% | 67.2%-18.3pp | 71.8%-22.9pp | 69.3%-20.4pp |
| Annual return | 8.16% | 13.35%-5.2pp | 12.99%-4.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,171 | $1,799-34.9% | $2,338-49.9% | $2,281-48.7% |
| Participant deferral / active EE | $2,667 | $2,395+11.4% | $2,931-9.0% | $3,203-16.7% |
| Admin fee / account holder | $721 | $3,691-80.5% | $4,381-83.5% | $4,296-83.2% |