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 | $78,527 | $71,230+10.2% | $93,727-16.2% | $80,959-3.0% |
| Participation rate | 69.8% | 60.4%+9.4pp | 68.7%+1.1pp | 67.7%+2.2pp |
| Annual return | 14.51% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,039 | $1,565-33.6% | $2,421-57.1% | $2,757-62.3% |
| Participant deferral / active EE | $4,537 | $4,037+12.4% | $4,417+2.7% | $4,300+5.5% |
| Admin fee / account holder | $2,400 | $6,961-65.5% | $8,292-71.1% | $6,925-65.4% |