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 | $50,658 | $69,977-27.6% | $108,582-53.3% | $62,881-19.4% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 17.80% | 10.73%+7.1pp | -51.70%+69.5pp | 20.14%-2.3pp |
| Employer contribution / active EE | $2,331 | $2,135+9.2% | $3,758-38.0% | $2,281+2.2% |
| Participant deferral / active EE | $5,339 | $3,165+68.7% | $4,311+23.9% | $3,203+66.7% |
| Admin fee / account holder | $2,391 | $5,076-52.9% | $7,645-68.7% | $4,296-44.3% |