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 | $66,153 | $126,661-47.8% | $113,397-41.7% | $138,895-52.4% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.5%-31.0pp | 79.9%-34.5pp |
| Annual return | 16.69% | 25.05%-8.4pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,357 | $3,456-60.8% | $2,977-54.4% | $4,194-67.7% |
| Participant deferral / active EE | $4,069 | $5,693-28.5% | $5,076-19.8% | $6,396-36.4% |
| Admin fee / account holder | $926 | $14,549-93.6% | $11,957-92.3% | $12,562-92.6% |